Current Developments: September 2026 Review

By WealthCounsel Staff on Sep 11, 2026, 9:41:01 AM

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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 private letter ruling addressing trustee-to-trustee transfers of funds from estate-owned individual retirement accounts to cases rejecting a cap on noneconomic damages for an injured nursing home resident and sanctioning a litigant for misuse of AI instructions and a new Corporate Transparency Act final rule, read on to learn how these developments may impact your practice.

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Current Developments: August 2026 Review

By WealthCounsel Staff on Aug 18, 2026, 2:58:38 PM

monthly-recap (1)

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 federal case addressing the valuation of terminated trust interests to a Department of Justice (DOJ) notice that longstanding Americans with Disabilities Act (ADA) guidance is unenforceable and new guidance on Trump accounts and artificial intelligence (AI), read on to learn how these developments may impact your practice. 

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Current Developments: July 2026 Review

By WealthCounsel Staff on Jul 17, 2026, 9:00:01 AM

monthly-recap (1)

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. 

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