Searching Content indexed under Wills/ Intestacy/ Estate Planning by Withers LLP ordered by Published Date Descending.
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Court Of Appeal Issues Landmark Decision Upholding Widow's Right To Autonomy
English law recognises the right to choose who inherits, known as testamentary freedom. But the Inheritance (Provision for Family and Dependants) Act 1975 (the '1975 Act') means certain
3 Sep 2019
The Cost Of A Sophisticated Family Office (Video)
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
20 Aug 2019
North Carolina Department Of Revenue v. Kimberley Rice Kaestner 1992 Family Trust
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
United States
2 Aug 2019
Preparing For Sunset - What Every Lawyer Needs To Know About The Gift And Estate Tax
This article was originally published in Daily Journal's "Wealth with Withers" column on June 25th, 2019. You can view the reprint from Daily Journal. Read more about the launch
11 Jul 2019
Increased Scrutiny Over Tax Planning Makes It Necessary For Clients To Pursue High-Quality Wealth Planning Advice
It is essential to understand and comprehend a client's intentions and purposes for seeking wealth planning advice.
8 Jul 2019
Death, Disability And Divorce – Drafting Agreements With Trusts As Parties In Light Of Han v. Hallberg
How often do you draft agreements that provide for buyout rights etc. upon the occurrence of the death, disability or divorce of a party to the agreement?
United States
5 Jul 2019
Withers Update On California And Federal Legislative Activity Affecting Estate Taxes
Many of you may have heard about recently introduced legislation to enact a California estate tax. For those who are concerned, you will be pleased to know that the bill will not get a floor vote
United States
2 Jul 2019
"Wealth With Withers" Column Launches In Daily Journal
The California legal publication, Daily Journal, launched this week a regular column featuring articles by Withers attorneys titled, "Wealth with Withers."
2 Jul 2019
Riding The Pre-IPO Wave To Estate Planning
The news has been highlighting the upcoming wave of initial public offerings (IPOs), and as these successful startups are preparing for their impending major liquidity event, there is tremendous buzz focused...
United States
21 May 2019
Living Wills And Advance Decisions
A living will is a document in which a person, whilst still mentally competent, gives directions as to what should happen if and when he or she becomes incapable of making decisions
15 May 2019
Inheritance Dispute: Escaping Adverse Costs When Unexpected Evidence Destroys Your Case
What happens when, mid-proceedings, evidence comes to light that radically alters the landscape of a claim? And who pays the costs?
8 May 2019
Downes v Downes: Trust Dispute Between Brothers
A recent court battle which pitted brother against brother over the ownership of three properties and a classic car demonstrates how a simple declaration of trust can prevent misunderstandings
7 May 2019
A Matter Of Marriages And Successions
Something is changing in Italy. Italian legislation concerning successions and marriages, which has always been resistant to reforms, could undergo major changes.
1 May 2019
A Personal Brexit - Can Where You Die Undo Your Will?
The case of Kohli v Proles shows how the obscure concept of domicile can be a critical factor in inheritance disputes.
8 Apr 2019
Preventing And Avoiding Costly Conflicts
Family office (FO) goals, structures, leadership and challenges are as complex and distinct as the families themselves. Although each FO approach and structure is unique ...
United States
5 Oct 2018
First 'Child Of A Single Parent Family' 1975 Act Claim
A retired headmistress has failed in her attempt to claim financial provision from the estate of a former neighbour on the ground that she was his 'honorary daughter'.
10 Sep 2018
First 'Child Of A Single Parent Family' 1975 Act Claim
A retired headmistress has failed in her attempt to claim financial provision from the estate of a former neighbour on the ground that she was his 'honorary daughter'.
7 Sep 2018
Challenging A Probate Decision 10 Years Later On Grounds Of Fraud
Owen Davies' family only found out about the November 2008 death of their late brother/ son four months after the event.
6 Sep 2018
Mudslinging Doesn't Always Pay Off In Litigation: Thompson v Thompson Proprietary Estoppel Case
When 'internecine warfare' breaks out within the family, it can pay to play nicely.
25 Jun 2018
Using Private Placement Life Insurance In Efficient Estate Planning
Following the 2018 US Tax Reform Act, the use of private placement life insurance (PPLI) is becoming increasingly prevalent ...
United States
22 Jun 2018
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