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New Jersey Law Journal

Proceed With Caution: Shifting Beneficial Interests in a Trust May Trigger Gifts

"The good news is that the CCA was limited to a discreet issue involving a specific trust," writes Daniela P. Catrocho of Day Pitney. The bad news is that "the CCA could theoretically apply to other scenarios."
8 minute read

New Jersey Law Journal

Crisis Management: Safeguards to Protect Against Financial Elder Fraud

A new New Jersey bill "potentially changes the financial institution's right to release financial records from a permissive right to a mandatory obligation," writes Elizabeth Manzo of Lindabury, McCormick, Estabrook & Cooper.
8 minute read

New Jersey Law Journal

Take 10 Minutes to Think About These Estate Planning Essentials

"It is crucial that people understand that their estate planning documents, just like their health, vehicles, homes and investments, warrant review and revisions throughout various stages of life," writes Mary Joan S. Kennedy of Saiber.
9 minute read

New Jersey Law Journal

Can Digital Engagement Products and Predictive Data Analytics Align With Fiduciary Duties?

"In addition to the financial service industry and the investor, the legal community will need to consider the utilization of new methodologies," writes Frank C. Mindicino of Practice Growth Partners.
6 minute read

New Jersey Law Journal

Wills, Prenups and Divorce: Unpacking Spousal Estate Claims After Death

"Attorneys who practice either family law or estates law will eventually have clients who need to know how their estate plans are affected by divorce, and vice versa," according to Bari Weinberger of Weinberger Divorce & Family Law Group.
9 minute read

New Jersey Law Journal

SECURE Act 2.0 Expands Stretch Distributions on Retirement Accounts for Special Needs Trusts

"With the rising rate of families with a member who has special needs, the need for special needs financial planning is becoming increasingly important," writes Julie L. Cross of Schenck, Price, Smith & King.
7 minute read

New Jersey Law Journal

Your Child Just Turned 18: Do They Have a Durable Power of Attorney and Medical Directive?

"Oftentimes, these documents can be overlooked when thinking about sending your 18-year-old off to college or for your recent college graduate," writes Rita M. Danylchuk of Gibbons.
7 minute read

New Jersey Law Journal

What You Need to Know About the Corporate Transparency Act

"While the goal of the Corporate Transparency Act is an important one, the Act introduces major hurdles from an estate planning perspective," according to Dena B. Guttmann, an associate with CSG Law.
8 minute read

Daily Business Review

Florida—More Than Sunshine: Protecting Your Wealth

Protecting your wealth and many forms of income is a right embedded in the state constitution.
10 minute read

New York Law Journal

Catch Me If You Can: How To Detect Trustee & Estate Fraud

Estate theft often goes undetected because family members cannot identify red flags or know how to investigate potential theft. This article identifies and discusses those red flags and the benefits of forensic accounting.
5 minute read

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