As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.

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

Estate planning is crucial for financial wellness. Learn why regular reviews are essential and what 2026 tax law changes mean ...

Learn key differences between IRC Section 409A and gift tax valuations for private company stock in estate planning ...

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.

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 ...

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 ...

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.

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 ...