United States: 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.

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

For this week's Business in 2026 webinar, Bond trust and estate attorney Stefania Boscarolli talked about the importance of keeping your beneficiary designations current in your paperwork.

United States Family

BS

Bond, Schoeneck & King PLLC

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

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

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

United States Litigation

BT

Barnes & Thornburg LLP

What Europe's Renewable Energy Struggles Can Teach U.S. Regulators About Dispute System Design

United States Litigation

J

JAMS

Mediator-and Arbitrator-Retained Experts In Construction Or Business Disputes

United States Litigation

J

JAMS

Debt's Grip: What Consumer Bankruptcy Reveals About Financial Risk In America (Podcast)

United States Insolvency

BS

Ballard Spahr LLP

Federal Government Continues Anti-Fraud Enforcement In The Sports Industry And Signals Desire To Work Cooperatively With Organizations Under Investigation

United States Criminal

SJ

Steptoe 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

The life sciences investment climate is looking up, as industry adapts to challenging supply-side forces and AI makes inroads in healthcare.

United States Family

SR

McDermott Will & Schulte

The Closing Days Of 2025

As the year 2025 drew to a close, the Appellate Courts were busy rendering opinions impacting the field of trusts and estates. Consider the following decisions of interest.

United States Family

FF

Farrell Fritz, P.C.

When Estate Planning Fails The Client: Lessons From A Florida Will And Deed Contest

Florida's probate courts are seeing a troubling rise in cases involving the exploitation of vulnerable adults. As a probate litigator, I routinely see disputes that could have been avoided if proper safeguards...

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

Legal Considerations With Disinheriting An Heir

United States Family

RP

Reavis Page Jump LLP

Lost Will? Recent Case Highlights Estate Challenges

United States Family

BB

Beresford Booth

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

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)

United States IP

LS

Lowenstein Sandler

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

United States Family

FL

Foley & Lardner

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

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

Webinar – Washington Probate: An Introduction (Video)

Webinar – Washington Probate: An Introduction...

United States Family

BB

Beresford Booth

What Is An Asset Protection Trust?

An Asset Protection Trust is a legal arrangement where you transfer ownership of certain assets (money, property, investments, etc.) into a trust. Once inside the trust, those assets are generally harder for credit...

United States Commercial

BW

Bohm, Wildish & Madsen

How To Contest A Will: The Basics

The validity of a will is formally challenged in what is known as a caveat proceeding.

United States Family

Wa

Ward and Smith, P.A.

Flying South, Taxed Up North: Another Snowbird Dilemma

Each year, thousands of taxpayers relocate for warmer weather, lower taxes or new opportunities. However, failure to properly change domicile can cost these taxpayers a hefty and unexpected tax bill.

United States Family

WD

Wiggin & Dana

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

United States Family

BB

Beresford Booth

Estate Planning Goals Hinge On Scrutinizing Fund Retitling Rules

Individual investors in private funds often seek to retitle their interests to other vehicles (such as trusts) for estate planning or asset protection purposes.

United States Family

LS

Lowenstein Sandler

Essential Estate Planning Strategies In The San Francisco Bay Area

In the vibrant San Francisco Bay Area, where innovation drives businesses, having a well-constructed estate plan can help prevent unnecessary taxes...

United States Family

JM

Jeffer Mangels & Mitchell LLP

Spousal Lifetime Access Trusts

A SLAT is an irrevocable trust created and funded by one spouse (the "Donor Spouse") during his or her lifetime, for the benefit of the other spouse (the "Beneficiary Spouse").

United States Family

WD

Wiggin & Dana

Administration Of Irrevocable Life Insurance Trusts

This memorandum is designed to outline some of the basic administrative steps to be followed by the Trustee of an irrevocable life insurance trust (hereinafter referred to as an "ILIT" or the "Trust").

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

Tax Changes And Planning Opportunities For 2026

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

Estate Planning With Dementia Diagnosis

United States Family

MM

McLane Middleton, Professional Association

Death And Digital Estate Community Group (Podcast)

United States Family

BS

Ballard Spahr LLP

How California Is Fine-Tuning Trust And Estate Administration

United States Family

GG

Greenberg Glusker Fields Claman & Machtinger

Ep. 59 – Elevating The Practice From Within: In Conversation With Dan Maloney Part II (Podcast)

United States Family

WD

Wiggin & Dana

DNA Testing In BC Estate Litigation: Key Takeaways For Parentage And Inheritance Disputes

United States Family

CO

Cozen O'Connor

How To Successfully Pass On Heirlooms

United States Family

BW

Bohm, Wildish & Madsen

Panama Private Interest Foundations: Structure And US Tax Classification

United States Tax

GGI Global Alliance

Cross-border Trust Strategies: Maximising Jurisdictional Advantages

United States Commercial

GGI Global Alliance

Getting Divorced? Don't Make Your Ex Your Accidental Heir

United States Family

BB

Beresford Booth

Constructive Trust Claims

United States Family

FF

Farrell Fritz, P.C.

Personal Planning Strategies

United States Family

PR

Proskauer Rose LLP

Probate Versus Probate In Arizona

United States Family

FL

Fennemore

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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

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

WD

Wiggin & Dana

Webinar – Everyone Needs A Will (Video)

BB

Beresford Booth

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

OK

Offit Kurman

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