Category: Blog
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Stuck in the Middle: The Ethics of Representing Couples in Estate Planning
By Vanessa L. Kanaga Esq. On May 21, 2025 The joint representation of couples in estate planning presents a unique set of ethical challenges and considerations for attorneys. Whether dealing with married or […]
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Death, Taxes, Certainty, and Uncertainty
The saying that the only things that are certain are death and taxes is attributed to Benjamin Franklin. There are other certainties of course, but for attorneys like me who think about estate taxation, death and taxes are a daily focus. And right now, while those things are certain, the tax laws themselves are arguably…
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Estate Planning for Mid-Net Worth Families: A Guide in Blog Form
For many Americans, estate planning is perceived as a concern primarily for the very wealthy. However, mid-net worth families—those who may not be subject to federal estate taxes but still […]
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Navigating the SECURE Act: Implications for Estate Planning with Retirement Accounts
The enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019 marked a significant shift in the landscape of retirement and estate planning. This legislation […]
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Estate Planning is Not Easy
“Over my career, I have found that some people view estate planning as one of the easier areas of law to practice. Attorneys who work in this area know the […]
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Bullet-Proofing the Estate Plan for Non-Traditional Married Clients
Estate planning for non-traditional married clients, such as those in same-sex marriages, can be complex, especially in the face of evolving legal landscapes and potential changes in the recognition of […]
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FinCEN Exempts Beneficial Ownership Reporting Requirements for U.S. Companies and U.S. Persons
Consistent with its announcement of February 27, 2025, and the Department of the Treasury’s announcement of March 2, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule […]
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Understanding Gun Trusts: Legal Insights and Estate Planning Strategies
Gun trusts represent a unique and specialized area of estate planning, catering specifically to the ownership, transfer, and inheritance of firearms under U.S. law. With the intricate interplay of state […]
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Navigating Trust Provisions: Recent Insights from Fiduciaries
InterActive Legal kicked off its 2025 Speaker Series with an enlightening webinar featuring a panel of seasoned trust officers who considered a variety of trust provisions from their unique perspectives. […]
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More CTA News from FinCEN
FinCEN’s latest announcement on beneficial ownership information (“BOI”) reporting under the Corporate Transparency Act was issued yesterday – February 27th. In the notice, FinCEN stated that it will not be enforcing […]