When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...

As more and more of our important accounts and communications move online, questions about identification and ownership of the digital assets of a decedent’s estate are becoming increasingly important ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Joint ownership with right of survivorship is a convenient way ...

Fiduciaries are often tasked with managing a finite amount of trust or estate assets while navigating beneficiary needs, family dynamics, and potential issues that may arise. With multiple ...

If you’re named as an executor in a loved one’s will, you’ll be responsible for sorting out their affairs and sharing out their assets. This process is known as estate administration. This generally ...

On June 28, 2022, the Internal Revenue Service published proposed regulations (proposed regs) under Internal Revenue Code Section 2053. (Federal Register: Guidance Under Section 2053 Regarding ...

Estate administration is a lengthy, complex process of accounting for and distributing your worldly belongings. The expeditious winding up of an estate will depend on a number of factors such as how ...

The National Assembly last Thursday approved a bill to improve management of the estates of deceased persons valued at up to $750,000 where no will has been left. The Deceased Persons Estates’ ...