Estates & Trusts

The TCJA (Tax Cuts Job Act) which was passed in 2017 greatly impacted tax law, and general estates and trusts for individuals which plan on devising property, money, or other possessions to loved ones. Estate planning and devising a trust are areas of the law which are highly regulated by regulatory law, tax law, and family law. Visitors to the National Law Review will learn about the latest developments in tax law, family law, and estate and trust law, and how these fields come together, as well as reading legal analysis on devising a legal trust, will, or estate plan.

The transfer of assets in anticipation of death has been greatly impacted by the new tax laws, allowing the trustor to redistribute assets and property, without major tax implications for themselves, or the receiving party. Visitors will learn about these developments, and other relevant news and stories relating to estate planning, probate planning, and litigation in this area of law. Additionally, the National Law Review features articles on how family businesses can create a succession plan and otherwise plan for the future, as well as information on specialized circumstances like creating a will or a trust for a family member with special needs.

Hot issues including will contests, business succession planning, creating a charitable trust, durable powers of attorney, creating revocable and irrevocable trusts, generation-skipping transfer tax (GST), estate taxes, and the distribution of trust assets, are among the many stories covered for visitors on the National Law Review. Further, details about gift taxes, federal taxes, and other taxes which may arise under the American Taxpayer Relief Act, are also covered by the National Law Review. Any IRS details and areas of estate planning and probate which might be covered under the Internal Revenue Code (IRC), are also topics visitors can read about on the website.

For hourly updates on the latest news about family custody & divorce laws, estate planning, and trust regulations and legislation, be sure to follow our Family & Estate Planning Law Twitter feed, and sign up for complimentary e-news bulletins.

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Oct
8
2014
Hybrid Plan Regulations Could Reinvigorate the Defined Benefit Plan System Covington & Burling LLP
Oct
8
2014
A Court’s Review of a Disability Benefit Claim May Hinge on the Meaning “Satisfactory to Us” Proskauer Rose LLP
Oct
4
2014
Judge Posner Orders Sherlock Holmes Estate to Pay Attorneys’ Fees for “Form of Extortion”, Klinger v. Conan Doyle Estate, Ltd. McDermott Will & Emery
Oct
3
2014
Fiduciary Access to Digital Assets and Accounts - Uniform Fiduciary Access to Digital Assets Act “UFADAA” Proskauer Rose LLP
Oct
2
2014
Pension Benefit Guaranty Corporation (PBGC) Intends to Monitor Lump-sum and Annuity Cashouts Under Defined Benefit Plans McDermott Will & Emery
Oct
1
2014
Understanding Succession Planning to Ensure Business Success McBrayer, McGinnis, Leslie and Kirkland, PLLC
Oct
1
2014
Tax Prepayment Window Closes on October 31, 2014, for Puerto Rico Retirement Plans McDermott Will & Emery
Sep
26
2014
Location, Location, Location re: Estate Planning Documents McBrayer, McGinnis, Leslie and Kirkland, PLLC
Sep
26
2014
U.S. Supreme Court’s Rejection of Moench Presumption: Fifth Third Bancorp. vs. Dudenhoeffer Jackson Lewis P.C.
Sep
26
2014
Motorola Solutions Announces Third-Largest Pension De-Risking Transaction Covington & Burling LLP
Sep
19
2014
Are iWills The Way of the Future? McBrayer, McGinnis, Leslie and Kirkland, PLLC
Sep
17
2014
Wealth Management: The Wise Investor Group's Value Proposition [AUDIO] Odin, Feldman & Pittleman, P.C.
Sep
17
2014
Protect Your Estate from Beneficiary Bankruptcy: Lessons from Clark v. Rameker Ryley Carlock & Applewhite, A Professional Corporation
Sep
16
2014
Charitable Remainder Trusts and Life Insurance to Accomplish Planning Objectives Odin, Feldman & Pittleman, P.C.
Sep
10
2014
Mental Health Parity Act: A Litigation Update Proskauer Rose LLP
Sep
8
2014
529 Plans: Estate Tax and Income Tax Advantages Odin, Feldman & Pittleman, P.C.
Sep
5
2014
Many Taxpayers Worry About the Estate Tax, But Few Plan Accordingly McBrayer, McGinnis, Leslie and Kirkland, PLLC
Sep
3
2014
IRA's and Income Tax and Creditor Protection Planning Odin, Feldman & Pittleman, P.C.
Aug
27
2014
What to Do with Missing Participants: Department of Labor Provides Guidance Covington & Burling LLP
Aug
26
2014
In Estate Planning, Where There's a Will There's a Way Odin, Feldman & Pittleman, P.C.
Aug
22
2014
New Guidance on Locating Missing Participants for Terminated Defined Contribution Plans Proskauer Rose LLP
Aug
20
2014
Broker-dealers, Provider call centers, and RIAs Providing Compliant Services Faegre Drinker
Aug
16
2014
Delaware Court of Chancery Dismisses Derivative Suit Brought by Expired Trust Katten
Aug
15
2014
Veteran's Affairs Pensions: Helping Those Who Have Served McBrayer, McGinnis, Leslie and Kirkland, PLLC
Aug
8
2014
A Hollywood Lesson for Everyday People: Trusts McBrayer, McGinnis, Leslie and Kirkland, PLLC
Aug
7
2014
Accepting Rollover Contributions Now Easier - and Less Risky - For Retirement Plans Poyner Spruill LLP
Aug
7
2014
Did Abraham Lincoln Engage In The Unauthorized Practice Of Law? Allen Matkins Leck Gamble Mallory & Natsis LLP
Aug
6
2014
Business Succession Planning Best Begun Early McBrayer, McGinnis, Leslie and Kirkland, PLLC
Aug
4
2014
Pension Benefit Guaranty Corporation (PBGC) Coverage May No Longer Apply to Puerto Rico- Only Qualified Retirement Plans McDermott Will & Emery
Jul
24
2014
Fifth Circuit Holds Deferred Compensation Plan Is Governed by ERISA Morgan, Lewis & Bockius LLP
Jul
23
2014
You Can’t Take It with You (or Can You?): Death and “Digital Assets” Morgan, Lewis & Bockius LLP
Jul
18
2014
IRS Tax Exempt Applications – A Lengthy Process Odin, Feldman & Pittleman, P.C.
Jul
16
2014
Fourth Circuit Rejects Widow’s Claim for Equitable Relief Proskauer Rose LLP
Jul
14
2014
Supreme Court Refocuses the 11th Circuit in its Review of an ESOP Fiduciary's Duty of Prudence Womble Bond Dickinson (US) LLP
Jul
14
2014
“Ladybird Deed” Language Removed from Michigan Tax Guidelines Varnum LLP
Jul
11
2014
New IRS Regulations Permit the Purchase of Longevity Annuities by Qualified Retirement Plans Jackson Lewis P.C.
Jul
7
2014
Five Estate Planning Documents Every Young Professional Should Have Ryley Carlock & Applewhite, A Professional Corporation
Jul
1
2014
Wisconsin Trust Code Client Release Godfrey & Kahn S.C.
Jun
27
2014
Branching Out: When Assets Don't Stay in the Family Tree McBrayer, McGinnis, Leslie and Kirkland, PLLC
Jun
27
2014
Risk Management Expert Dr. Yuval Bar-Or Explains the Pillars of Wealth [AUDIO] Odin, Feldman & Pittleman, P.C.
Jun
26
2014
Fifth Third Bancorp v. Dudenhoeffer – An Analysis of the U.S. Supreme Court’s Decision Proskauer Rose LLP
Jun
25
2014
SCOTUS Says No Presumption of Prudence In ERISA Stock Drop Cases - Employee Retirement Income Security Act Proskauer Rose LLP
Jun
25
2014
Family Medical Leave Act (FMLA): "Spouse" Definition Expanded to Include Out-of-State Same-Sex Marriages Under Proposed DOL Rule von Briesen & Roper, s.c.
Jun
25
2014
Final Regulations on Orientation Periods Released Proskauer Rose LLP
Jun
20
2014
Legal Implications of the Don Sterling Trust Dispute Bilzin Sumberg
Jun
19
2014
Secured Lender Protection Limited When Bitcoin is Collateral Bilzin Sumberg
Jun
16
2014
Cottage Transfers of Ownership without Uncapping Property Tax Broadened Under Michigan House Bill Varnum LLP
Jun
16
2014
Employee Retirement Insurance Security Act (ERISA) Advisory Council to Investigate Best Practices in Retirement Plan Outsourcing Morgan, Lewis & Bockius LLP
Jun
16
2014
Commissioner Rings Pension Fund Tocsin Allen Matkins Leck Gamble Mallory & Natsis LLP
Jun
10
2014
Plaintiff’s Claim for Estoppel, Reformation and Surcharge Strikes Out re: Pension Benefits Proskauer Rose LLP
 

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