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 ...

Effective March 1, 2026 new rules require that detailed reports must be filed with FinCEN if you transfer a home or other ...

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 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 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.

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 ...

Referrals from other professionals, such as accountants and trusts and estates (T&E) attorneys, are the most effective way to grow wealth management practices with the wealthy. The challenge is that ...

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 ...