From the Tax Court’s denial of an estate’s DSUE claim to the equitable rescission of a grantor-support agreement and the vacatur of the Federal Trade Commission’s click-to-cancel rule, we have recently seen significant developments in estate planning, elder and special needs law, and business law.

Written by Jessica Spenik, JD

Artificial intelligence (AI) technology is rapidly expanding across the globe, as demonstrated by media coverage, corporate announcements, advertising campaigns, increased adoption of AI in consumer products, growing research and development investments, and widespread integration of AI into educational and organizational systems. It is no secret to those in the legal field that generative AI is having a massive impact on our industry, evidenced by the large number of continuing legal education offerings and conferences centered on this fast-growing technology. 

Written by Samantha Anderson, JD, and Kelly Zerillo, JD

Estate planners may encounter clients with tangible assets that present unique and sometimes difficult planning issues. These items range from the unusual to the downright dangerous. This article provides a broad overview of difficult tangibles, including restricted materials and firearms. Although this article is not comprehensive, it highlights some of the necessary tools and analyses to deploy when confronted with such items.