Trusts and Estates

  • Litigation Daily

    Litigator of the Week: A Win in the Steinbeck Feud

    By Ben Hancock | September 15, 2017

    You might call it a literary success. Susan Kohlmann, managing partner of Jenner & Block's New York office, secured a shutout win for the stepdaughter of John Steinbeck in the latest installment of a long-running legal feud over book rights that has divided the late author's progeny.

  • New Jersey Law Journal

    Christie Signs Digital Fiduciary Act

    By Michael Booth | September 13, 2017

    Gov. Chris Christie on Wednesday signed legislation recognizing a fiduciary heir's right to obtain control of a decedent's digital assets.

  • New York Law Journal

    Trusts & Estates

    By Nichole Morford | September 11, 2017

    In this Special Report: "NY's Latest Legislation: What Passed, What Didn't, What's Next," "Planning for the Suddenly Wealthy: Call in the SWATT Team," "Multigenerational Estate Planning in Times of Anticipated Change," "The Digital Footprint After Death: Who Wears the Shoes?" and "Dead Hand Control and Estate Tax Considerations."

  • New York Law Journal

    Considerations When the Proposed Article 17-A Guardian May Not Be Suitable

    By C. Raymond Radigan and Jennifer F. Hillman | September 11, 2017

    In their Trusts and Estate Law column, C Raymond Radigan and Jennifer Tillman discuss the situation when the proposed guardian of an alleged incapacitated person may not be suitable or appropriate to act as guardian, and they examine practical ways to tailor the guardianship to best protect the AIP.

  • New Jersey Law Journal

    Electronic Wills: No Longer in a Galaxy Far, Far Away

    By Jill Lebowitz | September 11, 2017

    It seems it is no longer a question of if, but when, electronic wills will be recognized in New Jersey.

  • Delaware Business Court Insider

    Planning for the Suddenly Wealthy: Call in the SWATT Team

    By Jonathan Rikoon and Steven Olenick | September 11, 2017

    Coming into money can be both a blessing and a curse. Special attention from a team of professional advisors can avoid negative consequences from the windfall.

  • New York Law Journal

    Multigenerational Estate Planning in Times of Anticipated Change

    By Mark B. Rubin and Michael P. Hedden | September 11, 2017

    Mark B. Rubin and Michael P. Hedden write: The estate planning community has benefited from low interest rates, initially coupled with low asset values, for nearly a decade. During this period, many families took advantage of tax incentives to transfer both wealth and ultimate control of those assets to younger generations, while ensuring that the older generation still enjoyed sufficient income. The economic and tax factors that encouraged families and non-family groups to engage in this type of planning still exist, and so do various techniques that accomplish a broad range of tax, financial, and family objectives.

  • New York Law Journal

    Planning for the Suddenly Wealthy: Call in the SWATT Team

    By Jonathan Rikoon and Steven Olenick | September 11, 2017

    Jonathan Rikoon and Steven Olenick write: Coming into money can be both a blessing and a curse. Special attention from a team of professional advisors can avoid negative consequences from the windfall. What's more, implementing a Sudden (or Substantial) Wealth Accumulation and Transmission Trust (SWATT) can mean the difference between the client enjoying lifelong comfort or ending up worse off financially than before the sudden wealth.

  • New York Law Journal

    Dead Hand Control and Estate Tax Considerations

    By Christina Jonathan and Terence E. Smolev | September 11, 2017

    Christina Jonathan and Terence E. Smolev discuss the concept of dead hand control, using as an example the will of Pulitzer and Tony Award winning author and playwright Edward Albee, whose will was recently admitted to probate in the Suffolk County Surrogate's Court and which directed his executors to destroy some of his works.

  • New York Law Journal

    NY's Latest Legislation: What Passed, What Didn't, What's Next

    By Sharon L. Klein and Rebecca H. Lomazow | September 11, 2017

    Sharon L. Klein and Rebecca H. Lomazow write: The 2017-18 legislative session officially opened on Jan. 4, 2017 and recessed on June 21, 2017. It is instructive to review what passed before the June recess, what failed to pass and what lies ahead when the session resumes in January 2018.

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