The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | March 2, 2020
Deciding what makes sense is best left to a conversation between a client and his lawyer, after understanding the level of wealth, the family dynamics and any special circumstances.
The Legal Intelligencer | News
By Zack Needles | February 20, 2020
A Pennsylvania lawyer who was paid for legal services by the daughter of an incapacitated woman is under no obligation to return that money to the estate, despite an Orphans' Court's finding that the fee was paid using funds that were unlawfully transferred to the daughter.
By The Legal Intelligencer | February 18, 2020
In The Legal's Wealth Management/Trusts & Estates supplement read about how GRATs are a great way to transfer money to loved ones, inherited wealth and the divorce process, as well as several takes on what's next after the enactment of the SECURE Act.
The Legal Intelligencer | News
By P.J. D'Annunzio | February 13, 2020
The appeals court noted that defendant Alan Silverman was Edgar Waite's attorney for over 40 years but had not met with him face-to-face since the mid-to-late 1990s.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | January 2, 2020
The new provisions of the SECURE Act, which were enacted on Dec. 20, 2019, and become effective as of Jan. 1, 2020, change a key factor that goes into the planning process. The SECURE Act stands for "Setting Every Community Up for Retirement Enhancement."
The Legal Intelligencer | Commentary
By Joseph N. Frabizzio | November 14, 2019
This article provides an overview of issues that trusts and estates practitioners need to consider with regard to marriage and divorce, whether in the planning stages or in the administration of a trust or estate, as well as statutory provisions that attempt to solve for a failure to provide for a spouse or to make changes to a plan drafted prior to a divorce.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | October 31, 2019
November is a great time to start thinking about year-end tax planning. Getting a head start on planning unquestionably improves your chances of concluding matters by Dec. 31. Here are some options that we suggest you consider before the end of 2019 to enable you to start 2020 in the best wealth planning shape possible.
The Legal Intelligencer | News
By Lizzy McLellan | October 28, 2019
After a five-year stint at midsize Royer Cooper, David Kovsky is moving back to Big Law at Duane Morris, bringing with him special counsel Erin McQuiggan.
The Legal Intelligencer | Commentary
By Edward T. Kang | October 17, 2019
While recently gaining traction in both the public eye and the legal field, the claim of tortious interference with expectancy of inheritance is actually quite old and its interpretations vary among different jurisdictions, including in Pennsylvania.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 26, 2019
When we receive requests like these, we start off by explaining the basic estate planning process, including the documents that should be prepared in order to have a complete basic estate plan.
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