Wealth Planning

Carefully examine the circumstances of the testator’s life surrounding the time of will execution to help prosecute and defend such a claim.

Chart an alternative course to avoid litigation.

David Horton, professor of law and chancellor’s fellow, University of California, Davis, School of Law in Davis, Calif. and Reid Kress Weisbord, professor of law and Judge Norma L. Shapiro Scholar, Rutgers Law School in Newark, N.J.

Ben Laney, research assistant, Texas Tech University School of Law.

Emily S. Taylor Poppe, assistant professor of Law, Irvine School of Law in Irvine, Calif.

Peter T. Wendel, professor, Caruso School of Law in Malibu, Calif.

Two industry experts share their thoughts.

Is the Wealth Squad coming for your clients?

Dealing with practical issues and taking advantage of tax benefits.

Al W. King III explains the wealth tax and how it differs from U.S. income, estate and gift taxes.