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.

Custom text Title Organization
Dec
30
2020
 IRS Extends Temporary Relief from “Physical Presence” Requirement for Certain Retirement Plan Elections Faegre Drinker
Dec
29
2020
 Estate Planning Resolutions for 2021 Ward and Smith, P.A.
Dec
21
2020
 Five reasons to advance your gifting goals now Godfrey & Kahn S.C.
Dec
7
2020
 Court Holds That A Trustee Had The Power To Sell Trust Property To An Affiliate, Though Such An Act May Be In Breach Of A Duty Winstead
Dec
7
2020
 Use Of Equitable Defenses In Breach Of Fiduciary Duty Litigation Winstead
Dec
4
2020
 Wealth Management Update: December 2020 Proskauer Rose LLP
Dec
2
2020
 Challenging a Codicil to a Will Stark & Stark
Nov
25
2020
 Court Affirmed Finding That An Applicant Was Not Equitably Adopted Where There Was No Evidence Of An Agreement To Adopt The Applicant Winstead
Nov
25
2020
 Individual Tax Planning Following the November 2020 Elections Davis|Kuelthau, s.c.
Nov
25
2020
 California Property Tax Changes to Parent-Child Exclusion Sheppard, Mullin, Richter & Hampton LLP
Nov
24
2020
 2020 Year-End Estate Planning Advisory Katten
Nov
19
2020
 Court Addresses Claims Against A Trustee Arising From The Management Of A Limited Partnership Interest Winstead
Nov
18
2020
 Estate Tax Planning and the Often-Overlooked Power of the “Med-Ed Exclusion” Wiggin and Dana LLP
Nov
17
2020
 2020 Year-End Estate Planning: Planning in a Time of Uncertainty Much Shelist, P.C.
Nov
16
2020
 FINRA Limits Registered Persons from being Beneficiaries or Holding Positions of Trust Mintz
Nov
13
2020
 Post-election Estate Planning K&L Gates
Nov
12
2020
 Governor Whitmer Signs Legislation Ratifying Remotely Witnessed, Notarized, and Signed Documents Through End of 2020 Varnum LLP
Nov
2
2020
 Court Affirms That Children Cannot Sue on Behalf of a Parent Solely by Virtue of Being the Parent’s Child Norris McLaughlin P.A.
Nov
2
2020
 Court Reverses Receivership Order In Partnership Dispute Because The Probate Court Did Not Have Jurisdiction To Enter A Rehabilitative Receivership Winstead
Nov
2
2020
 Estate Planning Strategies: IRS Applicable Federal and 7520 Interest Rates Lowered Norris McLaughlin P.A.
Nov
2
2020
 Court Dismissed Appeal By Pro Se Individual Who Could Not Represent An Estate Winstead
Oct
30
2020
 Retirement Security Offers a Ray of Sunshine for Bipartisanship, Though the Outlook for Social Security Reform Seems Cloudier K&L Gates
Oct
29
2020
 Pension Reform? Presidential Memorandum Focuses Attention on Failing Pension Systems Jackson Lewis P.C.
Oct
23
2020
 Court Affirmed Finding That Testator Had Capacity To Execute A Will, Was Not Unduly Influenced, And That The Appointment of Co-Executors Was Appropriate Winstead
Oct
22
2020
 Family Business Succession Planning in the Era of Tax Uncertainty Use Available Tax Advantages or Perhaps Lose Them Davis|Kuelthau, s.c.
Oct
21
2020
 When Will I Get My Inheritance? Stark & Stark
Oct
20
2020
 Potential Estate Planning Implications of 2020 Election Results Winstead
Oct
19
2020
 Family Gift Planning — Perhaps the Best Time Is Now Mintz
Oct
15
2020
 Asserting Reliance on Compliance Consultants as a Defense: Admissibility and Effectiveness Proskauer Rose LLP
Oct
13
2020
 CMA Order: Three Ways to Avoid Starting 2021 With a Fine! Squire Patton Boggs (US) LLP
Oct
9
2020
 Ten Estate Planning Tips as We Emerge from a Pandemic and Head into a Presidential Election Sills Cummis & Gross P.C.
Oct
8
2020
 Court Had Jurisdiction To Declare That The Majority Of Co-Trustees Had The Authority To Sell Trust Property And The Declaration Was Proper Winstead
Oct
6
2020
 Estate Planning and the 2020 Election Wiggin and Dana LLP
Oct
6
2020
 Top Ten Estate Planning Recommendations before the End of 2020 Proskauer Rose LLP
Oct
6
2020
 Making Gifts Wiggin and Dana LLP
Oct
6
2020
 Sales to Grantor Trusts Wiggin and Dana LLP
Oct
6
2020
 SLATs—Spousal Lifetime Access Trusts Wiggin and Dana LLP
Oct
6
2020
 Intrafamily Loans: October Updates Wiggin and Dana LLP
Oct
5
2020
 Wealth Management Update October 2020 Proskauer Rose LLP
Oct
5
2020
 California Governor Signs "Wacky" Successor Liability Bill Into Law Allen Matkins Leck Gamble Mallory & Natsis LLP
Oct
1
2020
 Liability and Ownership Succession of Aircraft Varnum LLP
Sep
30
2020
 Court Affirmed Summary Judgment For Successor Trustees Due To A Clause Stating That They Had No Duty To Investigate Former Trustee’s Actions Winstead
Sep
29
2020
 Indiana Court of Appeals: Dead Man’s Statute Alive and Well in Trust Dispute Faegre Drinker
Sep
22
2020
 Court Affirmed Arbitration Decision Because Multiple Documents Regarding The Resignation And Appointment Of A Trustee Constituted One Large Transaction Winstead
Sep
16
2020
 Selling Assets to Reduce Your Estate Tax Exposure - Act Before September 30 Steptoe & Johnson PLLC
Sep
14
2020
 Receiverships in Trust and Estate Litigation in Texas Winstead
Sep
11
2020
 Do Not Forget the Importance of Gift Provisions in a Power of Attorney Stark & Stark
Sep
5
2020
 Court Reiterates Exclusive Arbitration Agreement May Override Indiana Medical Malpractice Act Barnes & Thornburg LLP
Sep
2
2020
 What the November Election Could Mean for the Estate Tax von Briesen & Roper, s.c.
Sep
1
2020
 Use It or Lose It? Plan Now for a Potential Reduction in Estate, Gift and GST Tax Exemptions Faegre Drinker
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