If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

On March 25, 2025, Executive Order 14247 was issued, requiring that all federal payments, including tax payments to the IRS, be made via electronic funds transfer (EFT). This mandate is part of a ...

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or heirs. Learn about its types and workings.

In this article, Sharon L. Klein highlights the top 10 developments, lessons and reminders out of the trusts and estates field from the previous year. The 2024 New York estate exemption amount has ...

Students enrolled in the Trusts and Estates Clinic represent clients who need non-tax estate planning. They may prepare client letters, wills, trusts, durable powers of attorney, life insurance and ...

Working with the best and most qualified financial experts to create and manage one’s will, trust and estate is one of the most important decisions that people with assets must make. It is important ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...

The Corporate Transparency Act (CTA), passed into law on January 1, 2021 in an effort to crack down on money laundering and other financial crimes, requires certain entities to report their beneficial ...

In 2024, Rhonda L. Griswold, Chair of Cades Schutte LLP’s Trusts & Estates Department, celebrates 40 years of practice. Rhonda has made a significant impact both within the firm and the broader legal ...