Estate and Trust Planning

August is national Make A Will Month, and a good time to make sure that your planning documents are in place.  Just under half of U.S. adults say that they have created a will or plan for how they would like for their estate to be handled after their death.  The Trusts and Estates attorneys at Weintraub Tobin have written frequently on this blog about the importance of having an estate plan, and about the difficulties (and even litigation) that heirs can face when a will is not in place.
Continue Reading Resources for National Make a Will Month (August)

Planning for the end of one’s life, or potential incapacity, is probably something an individual in their 20’s, 30’s, or even 40’s does not want to contemplate.  Even those in their later years might find it a difficult topic to discuss.  However, there are several important reasons why one should strongly consider having a Will prepared, and perhaps other estate planning documents, such as an Advance Health Care Directive or Durable Power of Attorney for Financial Management, despite their being a member of Generation X, Y, or Z.  These scenarios are based on personal experience with cases handled by me and which could have been avoided with a bit of planning.
Continue Reading But I’m Too Young to Have a Will!

2020 has been a year to remember for so many reasons: a global pandemic, the race to a vaccine, and an election with record-breaking voter turnout.

President-elect Joe Biden and his running mate Vice President-elect Kamala Harris campaigned on a platform of detailed proposals, including changes to certain areas of tax law. Here are some reforms that we might see during a Biden presidency, and the effects those changes might have:
Continue Reading Election Results – What Could They Mean to You? Tax Updates for a Biden Presidency

When Karl Lagerfeld passed away in February of 2019 in France, many speculated that his cat, Choupette, was well provided for as part of his estimated $150 million estate. This pampered feline was much loved by Mr. Lagerfeld during his life, and appeared in photoshoots and featured in many high-end fashion magazines. However, over a year after Mr. Lagerfeld’s death, certain media outlets have reported that the administrator of Mr. Lagerfeld’s estate has “disappeared.” Based on these reports, many question whether Choupette will ever be able to dig her claws into her alleged inheritance.

Continue Reading The Tale of Choupette the Cat and Other Common Issues in Trust and Estate Litigation