Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...
States gut fiduciary duties as trustees gain power to eliminate protections through decanting and silent trust structures ...
According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning ...
Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...
A trust can buy real estate just like an individual or business can. In many cases, people title property in the name of a ...
As we move into 2026, that analogy becomes more fitting than ever. The attorneys who excel in this environment are those who ...
As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...
What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...
What are the most valuable trust and estate planning strategies that business owners should consider this year? With 2022 bringing very little change to trust and estate law, 2023 remains a prime ...
Estate planning can be a daunting task for individuals and families. The stakes can be high. The decisions are often numerous. Family dynamics frequently come into play. However, for those living with ...
Trust & Will for Attorneys is an AI-Powered Platform Built to Help Estate Planning Attorneys Grow Their Practices and Work Smarter ...