Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

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 ...

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 ...

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 ...

In The Legal's Wealth Management, Trusts and Estates and Family Law special section, read about special needs trusts, cognitive diseases and how they affect estate planning, and whether or not U.S.

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 ...

Donald H. Kelley and Joseph G. Hodges Jr. There are also a variety of general resources that one might find useful from time to time. Chief among these might be the Web sites of the National ...

An expert Q&A on the intersection of trusts and estates and elder law, highlighting important elder law issues that counsel should consider during the estate planning process.

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 ...

The beginning of 2025 marked an uncertain year for estate tax planning purposes. With the estate tax exemptions set forth by the 2017 Tax Cuts and Jobs Act scheduled to expire at the conclusion of the ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

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 ...