The joint representation of couples in estate planning presents a unique set of ethical challenges and considerations for attorneys. Whether dealing with married or unmarried couples, or even other related […]

The saying that the only things that are certain are death and taxes is attributed to Benjamin Franklin. There are other certainties of course, but for attorneys like me who think about estate taxation, death and taxes are a daily focus. And right now, while those things are certain, the tax laws themselves are arguably…

For many Americans, estate planning is perceived as a concern primarily for the very wealthy. However, mid-net worth families—those who may not be subject to federal estate taxes but still […]

The enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019 marked a significant shift in the landscape of retirement and estate planning. This legislation […]

“Over my career, I have found that some people view estate planning as one of the easier areas of law to practice.  Attorneys who work in this area know the […]

Estate planning for non-traditional married clients, such as those in same-sex marriages, can be complex, especially in the face of evolving legal landscapes and potential changes in the recognition of […]

Consistent with its announcement of February 27, 2025, and the Department of the Treasury’s announcement of March 2, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule […]

Gun trusts represent a unique and specialized area of estate planning, catering specifically to the ownership, transfer, and inheritance of firearms under U.S. law. With the intricate interplay of state […]

InterActive Legal kicked off its 2025 Speaker Series with an enlightening webinar featuring a panel of seasoned trust officers who considered a variety of trust provisions from their unique perspectives.  […]

FinCEN’s latest announcement on beneficial ownership information (“BOI”) reporting under the Corporate Transparency Act was issued yesterday – February 27th.  In the notice, FinCEN stated that it will not be enforcing […]