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

Beware of the SLAT Divorce Trap

Andrew M. Logan — The Spousal Lifetime Access Trust, or SLAT, has become one of the most popular estate planning strategies employed by married couples. It is an irrevocable trust created by one spouse (the “grantor”) for the benefit of the other spouse and, usually, other family members. Like many irrevocable trusts, the assets transferred…

June 1, 2023June 1, 2023

Before You Pack Your Swimsuit. . .

Haley B. Bybee — With most of the world finally back open to visitors, people are more eager to travel than ever before. Whether you are planning an African safari, a Caribbean cruise, or the ultimate Patagonia adventure, your pre-travel checklist should always include a review of your estate plan and related documents. So, before you…

May 24, 2023May 24, 2023

IRC Section 2701 and Gifts of Carried Interests

James R. O’Neill — The transfer in the course of estate planning of a fund manager’s carried interest early in the life of a fund (when the carried interest has a modest value) can be an attractive way in which to remove anticipated future appreciation from the manager’s estate at a nominal gift tax cost. However,…

May 17, 2023May 17, 2023

ChatGPT, Esq. Has Entered the Legal Chatroom

Sara K. Osinski — ChatGPT passed the bar exam on its first try. To make matters more alarming, ChatGPT can draft someone’s Will in a matter of minutes. Before sounding the unemployment alarms, what is ChatGPT exactly? ChatGPT is a chatbot powered by artificial intelligence (“AI”) that produces human-like responses in text form. Since its launch…

May 9, 2023May 9, 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 14 offices and more than 650 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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