In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From federal cases imposing increased tax liability for an asset transfer not made for a nontax purpose and reversing an administrative law judge’s denial of Supplemental Security Income disability benefits, to a Department of Justice opinion that certain federal employment discrimination guidelines are unconstitutional and a new Florida rule requiring certification of the accuracy of legal citations in court filings, read on to learn how these developments may impact your practice. 

Written by Gerry W. Beyer, JD, LLM, JSD

Whenever you plan for married clients, it is vital to know what property your clients own and what their spouses own. However, clients are often unclear about ownership and may be unsure whether an asset is owned individually or jointly by the spouses. Because two different marital systems are recognized in the United States, title alone does not always determine who truly owns the property. This article is designed to shed light on this key estate planning issue. 

In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From a new Florida statute providing a summary procedure for trustee discharge and cases involving a private right of action to enforce the Medicaid Act, the resolution of a circuit split by the US Supreme Court regarding jurisdiction in arbitration proceedings, and the imposition of sanctions in a trust dispute for the use of fictitious artificial intelligence (AI)-generated citations, read on to learn how these developments may impact your practice.