Future Wealth Navigator

Welcome to Future Wealth Navigator

Sean R. Weissbart, Andrew J. Haas, and Kyle G. Durante — Welcome to Future Wealth Navigator! Authored by Blank Rome LLP’s dedicated Trusts & Estates team of seasoned estate and tax planning and administration attorneys from across the country, Future Wealth Navigator is a one-stop shop for all matters trusts and estates. Readers can expect in-depth…

April 19, 2023April 20, 2023

Don’t Wait until Time Is Up

Sara K. Osinski — Lately, friends, family, and clients seem to be asking the same questions: “When should I think about estate planning? Is it actually necessary for me to have an estate plan?” As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of…

September 12, 2023September 12, 2023

A Different Kind of IPO: Going “Public” with Your Private Foundation

Andrew M. Logan — Many philanthropically minded clients have established their own private foundations to support charitable causes they believe in now, and to serve as a vehicle for giving for future generations of their family. While many family foundations flourish for multiple generations, many others struggle to survive for a single generation after the founders…

August 22, 2023August 22, 2023

A Promise Is a Promise: The Enforceability of Charitable Pledges under New York Law

Haley B. Bybee — Charitable contributions are often utilized in estate planning to assist a client not only in supporting his or her favorite charities but also to reduce tax liabilities both during life and at death. However, before clients agree to make any charitable contributions, they should understand that the agreements between themselves and charitable…

July 25, 2023July 25, 2023

Transfer on Death Beneficiary Designations for Financial and Real Property Assets

James R. O’Neill — Transfer on Death (“TOD”), also known as Payable on Death (“POD”), account registrations are a popular way to avoid the requirement to pass assets through probate upon death and operate as an alternative to retitling assets into a revocable trust during life. Typically used with financial accounts, a TOD account registration designates…

July 19, 2023July 19, 2023

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Future Wealth Navigator analyzes and explores emerging issues in the area of trusts and estates and transfer taxation, including issues related to estate and trust planning, administration, and litigation; recent and proposed changes in the wealth transfer tax regime; family and spousal rights; and trending estate planning tools and vehicles.

Trusts & Estates Practice

Blank Rome’s trusts and estates attorneys advise clients on all aspects of estate planning, including business planning, estate and trust administration, and tax litigation. We provide personal, discreet counsel as you decide who will receive your assets and property after your death.

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Blank Rome is an Am Law 100 firm with 15 offices and more than 680 attorneys and principals who provide comprehensive legal and advocacy services to clients operating in the United States and around the world. Our professionals have built a reputation for their leading knowledge and experience across a spectrum of industries, and are recognized for their commitment to pro bono work in their communities. Since our inception in 1946, Blank Rome’s culture has been dedicated to providing top-level service to all of our clients, and has been rooted in the strength of our diversity and inclusion initiatives. For more information, please visit blankrome.com.

Please contact Blank Rome for permission to reprint. Notice: The purpose of this update is to identify select developments that may be of interest to readers. The information contained herein is abridged and summarized from various sources, the accuracy and completeness of which cannot be assured. This update should not be construed as legal advice or opinion, and is not substitute for the advice of counsel.

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