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.

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

You've built a firm that reflects your values, expertise, and vision. But what happens when it's time to pass the baton? Whether you're leading a law firm, marketing agency, or consulting practice, succession planning...

United States Family

MG

MGO CPA LLP

What Happens If The Seller Dies Before Closing

When a seller passes away before a real estate closing, the transaction does not automatically end, but it rarely proceeds on the original timeline either.

United States Real Estate

MA

Minchella & Associates

Have You Checked Your Beneficiary Designations?

When was the last time you checked your beneficiary designations? Imagine spending years building your savings and crafting an estate plan, only to have your assets pass to the wrong person.

United States Family

BS

Bond, Schoeneck & King PLLC

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

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.

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

United States Family

SR

McDermott Will & Schulte

The Closing Days Of 2025

United States Family

FF

Farrell Fritz, P.C.

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

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

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.

Back To School 2025: Title IX Updates And How ADR Can Help Universities Resolve Disputes (Podcast)

United States Litigation

J

JAMS

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

United States Litigation

BT

Barnes & Thornburg LLP

Food Venture Financing News – Weekly Issue No. 264

United States Commercial

DW

Davis Wright Tremaine

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?

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

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

Spousal Lifetime Access Trusts

United States Family

WD

Wiggin & Dana

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

A Revocable Living Trust (RLT) is a well-known estate planning tool that is used throughout the United States. For some, an RLT can provide meaningful advantages, including privacy...

United States Family

Sr

Stokes Lawrence, P.S.

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 Butler & 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

United States Family

WD

Wiggin & Dana

Death And Digital Estate Community Group (Podcast)

On this episode of the Digital Planning Podcast, Justin, Jen, and Ross are joined by Dean Saxe, co-chair of the Open ID Foundation's Death and the Digital Estate Community Group (DADE CG).

United States Family

BS

Ballard Spahr LLP

How California Is Fine-Tuning Trust And Estate Administration

Private Client Services Associate Jacob Phillips authored an article for Wealth Management discussing two trust and estate related laws recently passed in California...

United States Family

GG

Greenberg Glusker Fields Claman & Machtinger

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

In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power,"...

United States Family

WD

Wiggin & Dana

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

Courts in British Columbia continue to evaluate when genetic testing should be used to resolve estate disputes. A recent Supreme Court of British Columbia decision in Morberg Estate (Re), 2025 BCSC 2265 provides...

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

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Moving Forward: Building Financial Stability After Change

United States Family

KR

Kaufman Rossin

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

United States Family

Sideman & Bancroft

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

United States Family

WD

Wiggin & Dana

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

United States Media & IT

WE

Wilson Elser Moskowitz Edelman & Dicker LLP

Invalidating Legal Documents And Transactions In Article 81 Guardianship Proceedings

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

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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

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

Gift Planning Strategies (Video)

KR

Kaufman Rossin

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