Worldwide: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Trustees And ASCs: OIG OKs Proposed Estate Planning Transfers

The U.S. Department of Health and Human Services (HHS) Office of Inspector General (OIG) issued a favorable advisory opinion on March 4, 2026, with respect to proposed ownership transfers in a Medicare-certified ambulatory surgery center (ASC)...

United States Healthcare

HK

Holland & Knight

New Jersey Will Contest Grounds Explained

However, challenges based on lack of testamentary capacity and undue influence remain common, particularly where there are concerns about mental capacity or the involvement of interested parties.

United States Family

SH

Scarinci Hollenbeck LLC

Washington State Adjusts Estate Tax: Rates Rolled Back, Exemption Frozen

Governor Ferguson has signed into law Engrossed Senate Bill 6347, rolling back last year’s estate tax rate increase to pre-July 2025 levels and effectively freezing Washington’s estate tax exemption...

United States Family

Sr

Stokes Lawrence, P.S.

The Final Chapter: Testamentary Instruments For Global Families

As more families live, invest, and hold assets across multiple countries, estate plan ning increasingly requires coordination between legal systems that are not designed to work together.

United States Family

RP

Ruchelman PLLC

SECURE 2.0 RMD Planning Strategies

United States Family

SH

Scarinci Hollenbeck LLC

OIG Provides Additional Guidance On Physician Transfers Of ASC Ownership Interests In Estate Planning Contexts

United States Family

BT

Barnes & Thornburg LLP

Record-high 2026 Federal Tax Exemptions Expand Opportunities For New Yorkers To Permanently Reduce Future New York Estate Tax

United States Tax

SR

McDermott Will & Schulte

California Trust Litigation: How To Lose A Trust In Seven Ways

United States Family

WT

Weintraub Tobin Chediak Coleman Grodin Law Corporation

Fundamental Estate Planning Documents

United States Family

SR

McDermott Will & Schulte

Ep. 64 – PPLI In Practice: A Conversation With Carl Peterson (Podcast)

United States Family

WD

Wiggin & Dana

Mom Was Just Diagnosed With Mild Cognitive Impairment: Now What Should I Do?

United States Family

BB

Beresford Booth

New York Trusts And Estates Legislative Developments Of Which To Be Aware In 2026 And Beyond

United States Family

FF

Farrell Fritz, P.C.

Succession Planning For Oklahoma Family Businesses

United States Family

CL

Cantrell Law Firm

There's More To Estate Planning Than Signing A Will (Video)

United States Family

BS

Bond, Schoeneck & King PLLC

Colorado "Opt-Out" Litigation – Petition For Rehearing En Banc And Amicus Briefs In Support

United States Finance

BS

Ballard Spahr LLP

401(k) And IRA Contribution Limits For 2026: Retirement Savings, Adjustments For Inflation, And SECURE 2.0 Changes American Taxpayers Must Know About

United States Tax

RS

Rotfleisch & Samulovitch P.C.

Sanctions Update: March 9, 2026

Worldwide International

SJ

Steptoe LLP

What Foundations And Other Nonprofits Need To Know About The Foreign Agents Registration Act

United States Government

W

WilmerHale

Seventh Circuit Roundup: What Recent Decisions Reveal About Pleading, Intent, And Immunity (Podcast)

United States Litigation

BT

Barnes & Thornburg LLP

Inherited Property And Sibling Disputes: What You Should Settle Before Listing

The property exists, the family agrees it should be sold, and everyone assumes the process will unfold like any other transaction. In practice, inherited property often carries layers of legal...

United States Family

MA

Minchella & Associates

New Reporting Requirements For Residential Real Estate Non-Financed Transfers

As of March 1, 2026, certain non-financed transfers of residential real estate to business entities and trusts will trigger new federal reporting requirements.

United States Real Estate

RB

Reinhart Boerner Van Deuren s.c.

The Florida Supreme Court Clarifies Spousal Creditor Protections

For years, married couples meeting with estate planning attorneys have asked a simple question: "Why can't I just add my spouse's name to the account?" The answer often came with a discouraging...

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

Protecting Your Children And Family Through An Advance Directive

Both before and after a child reaches the age of majority (usually 18 in most states), an advance directive can play a critical role in who has access to medical information and who may make or carry out health care...

United States Family

CH

Clark Hill

Ep. 63 – The Human Side Of Planning With Brian Lasher (Podcast)

United States Family

WD

Wiggin & Dana

Understanding Lasting Powers Of Attorney For International Clients

United States Family

WB

Womble Bond Dickinson

GRATs As An Estate Planning Tool For High‑Net‑Worth Individuals

United States Family

FL

Foley & Lardner

Succession Planning For Your Professional Services Firm: Why Waiting Isn't An Option

United States Family

MG

MGO CPA LLP

What Happens If The Seller Dies Before Closing

United States Real Estate

MA

Minchella & Associates

Have You Checked Your Beneficiary Designations?

United States Family

BS

Bond, Schoeneck & King PLLC

The California Trustee Survival Guide: Duties, Dangers And Defense

United States Family

WT

Weintraub Tobin Chediak Coleman Grodin Law Corporation

Preparing For A Third-Party Sale Of A Family Business: Key Business Considerations For Owners

United States Family

KM

Katten Muchin Rosenman LLP

Protecting Your Legacy: Trust And Estate Planning For Pro Athletes And Entertainers

United States Family

MG

MGO CPA LLP

New Report Highlights Increase In Lifetime Real Estate Transfers In The U.S.

United States Real Estate

FF

Farrell Fritz, P.C.

The California Trustee Survival Guide: Duties, Dangers And Defense

Being named a trustee in California is an honor that carries serious legal responsibilities because your actions determine whether families experience smooth trust administration or costly litigation.

United States Family

WT

Weintraub Tobin Chediak Coleman Grodin Law Corporation

Preparing For A Third-Party Sale Of A Family Business: Key Business Considerations For Owners

As part of the "Great Wealth Transfer," privately owned businesses with an aggregate value estimated at $10 trillion or more are expected to change hands. Many of these businesses will be sold to a third-party buyer.

United States Family

KM

Katten Muchin Rosenman LLP

Protecting Your Legacy: Trust And Estate Planning For Pro Athletes And Entertainers

Trust and estate planning can help athletes and entertainers protect their wealth, rights, and legacy.

United States Family

MG

MGO CPA LLP

New Report Highlights Increase In Lifetime Real Estate Transfers In The U.S.

Leaving real estate to heirs through a will or a revocable trust has long been standard practice in estate planning. Many clients expect to pass along the home they have lived in for years...

United States Real Estate

FF

Farrell Fritz, P.C.

JPM Briefing: Life Sciences Investors Cautiously Optimistic For 2026 And Beyond

United States Family

SR

McDermott Will & Schulte

Step-by-Step Guide To Drafting A Prenup Before Your Spring Wedding

Spring is one of the most popular seasons for weddings—a time for fresh starts, blooming flowers, and the promise of a shared future. Amidst all the excitement, it's also important to consider practical planning.

United States Family

DS

Diggs & Sadler

The Art Of The Steal—Estate Planning For Writers, Artists And Composers (With Just A Little Bit Of Copyright Law) (Podcast)

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Matt Savare and Bart Feller, Principal flute of the New Jersey Symphony, New York City Opera Orchestra...

United States IP

LS

Lowenstein Sandler

Ten Minute Interview: Use Of Trust Protectors In Trust Instruments (Video)

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, interviews Jamil Daoud, partner in the Estate Planning practice, about the use of trust protectors in trust instruments.

United States Family

FL

Foley & Lardner

Ep. 61 – Passing On Values With Legacy Letters: A Conversation With Allison Donaldson (Podcast)

In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors.

United States Family

WD

Wiggin & Dana

Webinar – Washington Probate: An Introduction (Video)

United States Family

BB

Beresford Booth

What Is An Asset Protection Trust?

United States Commercial

BW

Bohm, Wildish & Madsen

How To Contest A Will: The Basics

United States Family

Wa

Ward and Smith, P.A.

Flying South, Taxed Up North: Another Snowbird Dilemma

United States Family

WD

Wiggin & Dana

Peace Of Mind: Estate Planning For Loved Ones With Special Needs

United States Family

BB

Beresford Booth

Estate Planners Navigate New Terrain With Creator Economy

United States Family

GG

Greenberg Glusker LLP

Managing A Loved One's Finances Is One Of Life's Most Challenging Roles

United States Family

CO

Cozen O'Connor

Ep. 60 – Looking Back, Planning Ahead: Estate Planning In 2026 (Podcast)

United States Family

WD

Wiggin & Dana

Revocable Living Trusts: Are They Really Necessary For A Successful Estate Plan?

United States Family

Sr

Stokes Lawrence, P.S.

Estate Planning Goals Hinge On Scrutinizing Fund Retitling Rules

United States Family

LS

Lowenstein Sandler

Essential Estate Planning Strategies In The San Francisco Bay Area

United States Family

JM

Jeffer Mangels & Mitchell LLP

Spousal Lifetime Access Trusts

United States Family

WD

Wiggin & Dana

Administration Of Irrevocable Life Insurance Trusts

United States Family

WD

Wiggin & Dana

Remainder Beneficiaries Of A Revocable Trust May Lack Standing To Seek A Trust Accounting For The Period Prior To The Grantor's Death

United States Family

FF

Farrell Fritz, P.C.

What Happens When You Die…With An Invalid Will?

United States Family

CT

Cowles & Thompson, PC

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Latest Videos

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There's More To Estate Planning Than Signing A Will (Video)

BS

Bond, Schoeneck & King PLLC

The Art Of The Steal—Estate Planning For Writers, Artists And Composers (With Just A Little Bit Of Copyright Law) (Podcast)

LS

Lowenstein Sandler

Ten Minute Interview: Use Of Trust Protectors In Trust Instruments (Video)

FL

Foley & Lardner

Ep. 60 – Looking Back, Planning Ahead: Estate Planning In 2026 (Podcast)

WD

Wiggin & Dana

Webinar – Everyone Needs A Will (Video)

BB

Beresford Booth

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