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.

Written by Jill Roamer, JD, CIPP/US

Attorneys receive training in many areas—legal writing, oral argument, marketing, and business operations—but they are rarely trained on how to talk to clients about death, disability, and decline. Knowing how to communicate effectively with your clients about these topics will help them feel more comfortable, increase their trust in you, and likely lead to higher client retention. 

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.