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Feature on Estate Planning & Taxation
A California court rules that the IRS can access real estate in self-settled trusts, highlighting the limits of asset protection for taxpayers.
Understand what families should know about credit shelter trusts and estate taxes to protect your wealth and secure your legacy. What Families Should Know About Credit Shelter Trus...
The complaint, filed this week in Burlington County Superior Court, alleges misconduct by Capehart & Scatchard, claiming the firm's estate planning advice and related transacti...
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
Features on Ultra-High-Net-Worth Families & Family Offices, The Modern Practice and Estate Planning & Taxation
Many Illinois families feel a sense of relief after signing their will or trust. The paperwork is done and the plan is in place. But in 2026, one of the most common problems estate...
Estate Planning for Patent Holders May 14, 2026 For inventors, engineers, entrepreneurs, and business owners, patents are often among the most valuable assets. In addition...
How a deceivingly simple estate-planning tool can leave beneficiaries exposed.
Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, an...
Estate planning for couples moving between community property and common law U.S. jurisdictions
Safeguard the integrity of your client's estate plan.
Re-creating the full basis step-up in common law states.
Building a more durable framework for the future.
Planning challenges and opportunities for married couples
Planning challenges and opportunities for married couples
When Jane Doe died, her family assumed everything was in order. She had always been organized. She talked openly about “having her papers done.” Her three children gathered a few d...
Most families feel confident once they have a will or a trust in place and beneficiaries named on their retirement accounts. It seems like everything is covered. But in 2026, one o...
With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30...
Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.
The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.
The role of Trustee is multifaceted. A Trustee acts as an administrative professional, tax preparer, asset manager, trusted family advisor, banker, and sometimes family referee –...
Classic equity doctrine. By the 1940s, it was settled law that a funded revocable inter vivos trust with multiple beneficiaries was a true trust. See Nat’l Shawmut Bnk v. Joy, 53 N...
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