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Case Law: Mutual Wills and a Subsequent Will—Which One Rules?

By Jill Roamer, J.D. October 19, 2020

National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D. August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a..

Supreme Court Rules on Kaestner Case

By Jill Roamer, J.D. June 27, 2019

In a recent blog post, we informed our readers about big news in trust taxation. On June 21st,..

Electronic Wills: Technology Collides with Trusts and Estates Law

By Jill Roamer, J.D. June 25, 2019

The last 100 years have brought vast technological advancements to the masses, including the..

Big News for Trust Taxation

By Jill Roamer, J.D. April 9, 2019

Few of us feel delight when we hear the term “tax code”. However, there has been some recent..

Elder Law Versus Estate Planning: Not So Different After All

By Jill Roamer, J.D. July 19, 2018

How different is elder law from estate planning, really? Estate planning, in part, deals with..

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