Estate Planning

Choosing the right person to manage affairs isn’t easy.

A giant leap (backwards) for the Uniform Law Commission.

Unique use of limited power of appointment may help address risk of conflict and controversy.

A valuable estate-planning technique for clients who want to lock in what’s remaining of their $11.7 million exemption.

Biden seeks to shift the paradigm further.

How to handle oversized minor’s trusts and custodial accounts.

They can be used for estate plans and charitable giving.

Skipping this important step could unravel your nonjudicial settlement agreement.

Courts around the country take different views.

Al W. King III discusses the use of private placement life insurance trusts as a strategy to lessen the burden of President Biden’s proposed higher federal and state income and capital gains taxes.