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.

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)

Webinar – Washington Probate: An Introduction...

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 Fields Claman & Machtinger

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 Butler & Mitchell LLP

The X Factor In Mediation Success: Why A Consistent Client Experience (CX) Fosters Trust

United States Litigation

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JAMS

Artificial Intelligence — A Blessing With Boundaries (Video)

United States Technology

MB

Michael Best

Simpson Thacher Sustainability And ESG: Regulatory Update – January 2026

Worldwide Environment

ST

Simpson Thacher & Bartlett

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

United States Government

W

WilmerHale

Food Venture Financing News – Weekly Issue No. 264

United States Commercial

DW

Davis Wright Tremaine

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

When representing fiduciaries in litigation that estate and trust beneficiaries commence, my Farrell Fritz, P.C. colleagues and I seek to limit the fiduciaries' exposure to liability.

United States Family

FF

Farrell Fritz, P.C.

What Happens When You Die…With An Invalid Will?

This article is fourth in a series on what to consider and steps to take when planning for preservation of your estate and affairs — or those of a loved one. Prior articles in the series, include

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

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Ballard Spahr LLP

How California Is Fine-Tuning Trust And Estate Administration

United States Family

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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

How To Successfully Pass On Heirlooms

Identify What Counts as an Heirloom...

United States Family

BW

Bohm, Wildish & Madsen

Panama Private Interest Foundations: Structure And US Tax Classification

Panama Private Interest Foundations (PIFs) are hybrid entities – part trust, part corporation – created under Panama's Private Foundation Law of 1995.

United States Tax

GGI Global Alliance

Cross-border Trust Strategies: Maximising Jurisdictional Advantages

Entrepreneurs and professionals with global interests face a unique challenge: the US tax system reaches far beyond its borders. US citizens...

United States Commercial

GGI Global Alliance

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

You're getting divorced. Life feels upside down. You have had enough dealing with the lawyers.

United States Family

BB

Beresford Booth

Constructive Trust Claims

United States Family

FF

Farrell Fritz, P.C.

Are Your Family And Loved Ones Prepared To Carry Out Your Estate Plan?

It's a pretty safe bet that you don't enjoy the paperwork of your life, so it's not hard to imagine the difficult and frustrating task of coming to it "cold": think about the problems...

United States Family

Sideman & Bancroft

Top 5 Reasons To Create And Fund A Revocable Trust In New York

A revocable trust is a flexible estate planning tool that allows you to manage and distribute your assets during your lifetime and after your death.

United States Family

WD

Wiggin & Dana

Nazi-Stolen van Gogh Art Case Goes To New York For A Few Reasons

The heirs of a Jewish family who claim Nazis stole the family's 1889 Vincent van Gogh painting "Olive Picking" have refiled their Holocaust-era art restitution claim in the US District Court...

United States Media & IT

WE

Wilson Elser Moskowitz Edelman & Dicker LLP

Invalidating Legal Documents And Transactions In Article 81 Guardianship Proceedings

Bret Cahn's article, "Invalidating Legal Documents and Transactions in Article 81 Guardianship Proceedings," was recently featured in the New York State Bar Association's Elder and Special Needs Law Journal.

United States Family

FF

Farrell Fritz, P.C.

How Do You Nominate Fiduciaries?

United States Family

BB

Beresford Booth

2025 – 2026 Planning Priorities

United States Family

KM

Katten Muchin Rosenman LLP

Webinar – How Insurance Fits Into Estate Planning (Video)

United States Family

BB

Beresford Booth

Trust Assets Deemed "Marital Property" In Divorce Judgment: Connecticut Superior Court Issues Troubling Ruling

United States Family

WD

Wiggin & Dana

State Of The States

United States Family

KM

Katten Muchin Rosenman LLP

Does The One Big Beautiful Act Affect My Estate Planning

United States Family

MM

McLane Middleton, Professional Association

Ep. 57 – Planning Strategies For Successful Business Transitions With Daniela Spanos (Podcast)

United States Family

WD

Wiggin & Dana

Why Your Health Insurance's Advance Health Care Directive Isn't Enough

United States Family

TLD Law

Connecticut Superior Court Entertains Claim That A Trustee's Resignation Constitutes A Fraudulent Conveyance

United States Family

WD

Wiggin & Dana

Client Alert: Massachusetts Announces New Child Support Guidelines Effective December 1, 2025

United States Family

CE

Casner & Edwards

Probate Litigation Alert – Detrimental Impact Of Delayed Action In A Connecticut Will Contest

United States Family

WD

Wiggin & Dana

Legal Standing: Who Can Contest A Will In New York State?

United States Family

TR

Tully Rinckey

How To Contest A Will In New York: Legal Grounds And Process

United States Family

TR

Tully Rinckey

Undue Influence Objections In Will Contests

United States Family

FF

Farrell Fritz, P.C.

Ep. 56 – Navigating Self-Dealing Rules In Private Foundations With Victoria Fiengo (Podcast)

United States Family

WD

Wiggin & Dana

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Latest Videos

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

LS

Lowenstein Sandler

Webinar – Washington Probate: An Introduction (Video)

BB

Beresford Booth

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

WD

Wiggin & Dana

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

OK

Offit Kurman

Gift Planning Strategies (Video)

KR

Kaufman Rossin

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