Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Advisors must navigate new wallet-to-wallet reporting, Form 1099-DA requirements, and digital asset estate planning ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

As we move into 2026, that analogy becomes more fitting than ever. The attorneys who excel in this environment are those who ...

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 ...

In March 2024, the Internal Revenue Service (IRS) unveiled a revised version of Form W-9, Request for Taxpayer Identification Number and Certification, marking a significant update since its last ...

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 ...

Alejandro Hernandez Earns Certified Probate & Trust Specialist Designation from the California Association of Realtors® ...

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 ...