Representing Estate and Trust Beneficiaries and Fiduciaries 2025 – the only course of its kind that puts a particular emphasis on estate and trust litigation – is taking place on March 27-28, 2025 via live webcast. Representing Estate and Trust...
Estate Planning Articles
Estate Planning for the Family Business Owner 2024
Get the business and tax planning solutions you need to build enduring family business succession plans with Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions on October...
CHARITABLE GIFT ANNUITIES AND HOW THEY WORK
Most of us who have attended a university or made a donation to a favorite charity have received an invitation to enter into a charitable gift annuity contract (CGA) to support the organization. But many lawyers who practice in the estate planning...
IN TERROREM CLAUSES
WHAT ARE IN TERROREM CLAUSES? In terrorem clauses—sometimes known as no contest or forfeiture clauses—seek to prevent contest of a will or trust instrument by removing the beneficiary who challenges the provisions of the applicable instrument. If...
Estate Planning for the Modern Family
Lawyer Betty is referred a new client, Kathy, who needs some estate planning work. While Kathy has a large estate, her primary goal is ensuring that her daughter, Vicki, and Vicki’s family are adequately provided for upon Kathy’s passing. In...
Planning Techniques for Large Estates 2024
Planning Techniques for Large Estates 2024 – the premiere program for estate planning practitioners and advisors working in the high and ultra-high-net-worth space – is taking place on April 25, 2024 via webcast. Planning Techniques for Large...
KIDS, CRYPTO, AND TAXES: AVOIDING THE HEADACHES
Virtual currency is, by most objective standards, a new asset class. The oldest virtual currency is Bitcoin, which launched in 2009. In recent years, there has been a proliferation of technologies developed on Bitcoin’s promise of distributed...
CONVERSATION WITH AN EXPERT: LARRY KATZENSTEIN
This is the first in a series of interviews between Rajiv S. Khanna, principle of The Law Offices of Rajiv Khanna, and leading practitioners across the country designed to provide personal and professional insights into various areas of the law....
TRUSTS FOR BENEFICIARIES WITH ADDICTION AND MENTAL ILLNESS ISSUES (WITH SAMPLE PROVISIONS)
When thinking about their estate plans, parents typically want to treat their children equally. This is true even when a beneficiary is struggling with addiction or mental illness issues. Of concern are beneficiaries who suffer from addictive or...