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The Michael J. Fox Foundation invites you to join the upcoming webinar, Fuel the Future of Parkinson's Disease Research: Maximizing Your Giving Strategy. Tune into an exclusive conversation from two leading estate planning attorneys from Saul Ewing, Jeryll Cohen, Esq., and Joi Morris, Esq., and...
On behalf of Saul Ewing, partner Aloke Chakravarty submitted a comment on the Notice of Proposed Rulemaking entitled “Amending and Clarifying Foreign Agents Registration Act Regulations" on March 3, 2025. This comment is in response to public solicitation from the U.S. Department of Justice on...
Unhappily Married: Conflicts of Interest and Other Ethical Issues in Intergenerational and Marital Estate Planning Sarah will touch on the recent and relevant case law concerning the California Rules of Professional Conduct. She will review practical procedures for an estate planning attorney at the...
When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based on that fact pattern. For a more concise and technical explanation of the benefits of a Revocable...
Wilmington (November 19, 2024) – Saul Ewing LLP announced today that Pamela J. Scott, Partner in the firm’s Wilmington office, has been appointed by Delaware Governor John Carney to serve on the Affordable Housing Production Task Force. The Task Force was established via House Bill 442 to make...
Saul Ewing LLP, a full-service national law firm, is proud to announce that Partner Matthew Baker was included in the Daily Journal’s 2024 Estate Planning and Probate Attorneys Directory, a comprehensive directory of estate planning and probate attorneys throughout California.
When creating trusts for estate-reduction purposes, nothing compares to the Intentionally Defective Grantor Trust. This type of trust is referred to by the acronym “IDGT.” Called by some as an I-D-G-T and others a word that rhymes with “digit,” the IDGT is an excellent tool for reducing the value of...
Account changes by a loved one are often done in secret, and direct evidence of undue influence is rarely available. In cases where manipulation has led to changes in a beneficiary designation that have caused you harm, the claim typically hinges on whether there was a confidential relationship...
Geri Wyle, Co-Chair of Saul Ewing LLP's Trusts & Estates Practice, will be speaking at the ALI “Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions” webinar on October 25, 2024 on the ethics of estate planning. Ethical...
The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure, which can be costly depending on the state’s specific procedure. Secondly, a Revocable Trust is an...
Most Florida residents are aware that Florida has a homestead exemption law, but there is more to it than one might think. There are actually three different sets of laws in Florida that deal with the homestead. One of those is the “save our homes” exemption. The save our homes exemption limits how...