United States: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Keeping Your Estate Plan Current: Why Regular Updates Matter

An estate plan is not meant to remain unchanged forever. Life evolves, and with it, personal circumstances, family dynamics, and financial situations shift in ways that can make an estate plan outdated...

United States Family

IG

IR Global

Securing Your Legacy: A Comprehensive Guide To Beneficiary Designations In California Estate Planning (2025 Update)

Learn how California's 2025 laws on beneficiary designations, RTODDs, and spousal consent affect your estate plan. Discover how to protect your legacy and avoid probate with insights from Opelon LLP.

United States Family

O

Opelon

The Key To Succession Planning In The United States: A Revocable Trust

Succession planning is essential for financial stability and smooth wealth transition across generations.

United States Wealth Mgt

GGI Global Alliance

"Basically Married" (Or Not) – The Pitfalls Of Relying On "Common Law Marriage" For Estate Planning

Marriage is not only a declaration of love. It is also a fundamental change in two people's legal relationship with each other.

United States Family

CK

Conn Kavanaugh Rosenthal Peisch & Ford

When Title Alone Isn't Enough

United States Family

IG

IR Global

Understanding Texas Community Property Pitfalls

United States Real Estate

DS

Diggs & Sadler

The Curious Case Of The Kid With Five Parents—Estate Planning For Assisted Reproductive Technology (Podcast)

United States Family

LS

Lowenstein Sandler

The Spousal Unity Rule: An Unconstitutional Grantor Trust Trigger

United States Family

ML

Milbank LLP

The State Doesn't Want Your Stuff— But It Won't Give It To Your Chosen Family

United States Family

BB

Beresford Booth

Committed Intimate Relationships: Love Isn't Enough

United States Family

BB

Beresford Booth

Ten Minute Interview: Unique Insurance Considerations For High Net Worth Individuals (Video)

United States Insurance

FL

Foley & Lardner

Navigating A Heggstad Petition In San Diego: Understanding Probate Code § 850 For Trust Asset Transfers

United States Family

O

Opelon

Estate And Financial Planning Is Not Just For The Rich

United States Family

CH

Clark Hill

Planning For Responsible Inheritance: "What Brewster's Millions" Can Teach Us About Estate Planning

United States Family

OK

Offit Kurman

Silicon, Sanctions And Security: How National Security Laws Are Reshaping The Semiconductor Industry (Video)

United States Government

FL

Foley & Lardner

July 2025 ESG Policy Update—Australia

United States Commercial

KG

K&L Gates LLP

Strengthening Your Hiring Process (Video)

United States Law Practice

OK

Offit Kurman

Greenwashing Legislation Trends: Key Takeaways For Businesses

Worldwide Commercial

RG

Ropes & Gray LLP

California Air Resources Board Publishes Draft SB 261 Guidance

United States Commercial

RG

Ropes & Gray LLP

Webinar – Everyone Needs A Will (Video)

In this webinar, Attorney Rachel J. Wright discusses "Everyone Needs a Will"

United States Family

BB

Beresford Booth

Protecting An Estate Beneficiary With Addiction Issues Through California Estate Planning

Navigate estate planning for a beneficiary with addiction issues in California. Learn to protect their interests with spendthrift trusts and smart strategies.

United States Family

O

Opelon

California Estate Planning Case Study: 21 Real Challenges Solved With Trusts

California Estate Planning Case Study: Discover how real families in California overcame complex legal and financial challenges through smart trust-based strategies.

United States Family

O

Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

When one of your stockholders wants to sell, a right of first refusal ("ROFR") clause gives someone else, often the company or its investors, the right to step in and buy those shares first, on the same terms as any outside offer.

United States Commercial

C

Crowley Law LLC

Trust Issues: Did The Clippers' Kawhi's Aspiration Deal Skirt The NBA Salary Cap?

United States Family

OK

Offit Kurman

Estate Planning Misconceptions And Mistakes To Avoid

United States Family

TR

Tully Rinckey

Letters Testamentary vs Letters Of Administration In California Probate

United States Family

O

Opelon

More Than Money: Planning For Jewelry, China, And Sentimental Belongings

United States Family

OK

Offit Kurman

Safeguarding Your Children's Tomorrow: Estate Planning For Minor Kids In Pennsylvania

United States Family

OK

Offit Kurman

California's Independent Administration Of Estates Act (IAEA): A Clear Path Through Probate In 2026

United States Real Estate

O

Opelon

4 Things To Consider When Writing A Will In Indiana

United States Family

CJ

Clendening Johnson & Bohrer

Trust Structures To Protect Your Family Wealth And Empower The Next Generation

United States Family

MG

MGO CPA LLP

Summer Happenings

United States Family

FF

Farrell Fritz, P.C.

Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents

United States Family

CL

Cantrell Law Firm

4 Things To Consider When Writing A Will In Indiana

Planning for the future is rarely simple. Many people delay writing a will because it feels uncomfortable or too complex. Yet a carefully prepared will is one of the most meaningful...

United States Family

CJ

Clendening Johnson & Bohrer

Trust Structures To Protect Your Family Wealth And Empower The Next Generation

According to a survey from LegalShield, nearly 60% of U.S. adults don't have a will — even though 90% acknowledge they need one.

United States Family

MG

MGO CPA LLP

Summer Happenings

As the summer days come to an end, and Fall fast approaches, the Appellate and Surrogate's Courts have been busy at work issuing the following decisions of interest impacting the field of trusts and estates.

United States Family

FF

Farrell Fritz, P.C.

Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents

How These Powerful Estate Planning Tools Can Transform Your Wealth Transfer Strategy...

United States Family

CL

Cantrell Law Firm

Selling A House In San Diego Probate: Step-by-Step California Guide (2025)

United States Real Estate

O

Opelon

Estate Planning Essentials For Seamless Wealth Transfer

The U.S. is on the precipice of the largest generational transfer of wealth in history. Baby Boomers account for 51.8% of the country's total wealth, and over the next two decades (through 2045)...

United States Family

MG

MGO CPA LLP

College Financial Planning With Jack Wang (Video)

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Jack Wang, a wealth advisor at Innovative Advisory Group and host of 'The Smart College Buyer' podcast.

United States Family

OK

Offit Kurman

The Impact Of One Big Beautiful Bill On Estate Planning (Podcast)

In this episode of Trust Us, Danielle Friedman, Max McCauley, and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level...

United States Family

OK

Offit Kurman

Probate Is Hard Enough – Don't Make It A Group Project

They say a parent never has a favorite child—but let's be honest… you probably do.

United States Family

BB

Beresford Booth

What Is A Disclaimer?

United States Family

BB

Beresford Booth

High Net Worth Individuals And Families In Arizona

United States Family

IG

IR Global

How A Donor-Advised Fund Can Benefit Your Estate Plan

United States Family

BB

Beresford Booth

White Paper – Validity Of Electronic Signatures In The United States Of America

United States Commercial

ME

Melento

Three Big Changes To Washington Estate Tax Laws As Of July 1, 2025

United States Family

BB

Beresford Booth

Trust Protectors – Should You Have One?

United States Commercial

OK

Offit Kurman

The Importance Of Updating Your Will After Divorce

United States Family

BB

Beresford Booth

Choosing The Right Fiduciary In An Estate Plan: A Decision To Shape A Legacy

United States Commercial

BS

Ballard Spahr LLP

How Long Does Probate Take In New York State?

United States Family

TR

Tully Rinckey

Increased Federal Estate And Gift Tax Exemption Made Permanent – Planning Considerations For High Net-Worth Individuals

United States Tax

SH

Stites & Harbison PLLC

Planning And Parting Wisdom To Consider For Your College-Bound Children

United States Family

OK

Offit Kurman

Barneys Heir's Lawsuit Could Uncover Millions In Taxes

United States Family

RP

Reavis Page Jump LLP

Ensuring Assets Go Where You Want In Your Revocable Trust

United States Family

MM

McLane Middleton, Professional Association

What Happens When You Die…With No Will?

United States Family

CT

Cowles & Thompson, PC

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

United States Family

OK

Offit Kurman

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Latest Videos

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Webinar – Everyone Needs A Will (Video)

BB

Beresford Booth

College Financial Planning With Jack Wang (Video)

OK

Offit Kurman

Gift Planning Strategies (Video)

KR

Kaufman Rossin

Ten Minute Interview: The Big Beautiful Bill Unpacked — Risks, Moves, And Opportunities (Video)

FL

Foley & Lardner

The Probate Realtor Show: Probate 101 Ft. Irene Blocksom (Video)

Lagerlof

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