When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

As more and more of our important accounts and communications move online, questions about identification and ownership of the digital assets of a decedent’s estate are becoming increasingly important ...

On June 28, 2022, the Internal Revenue Service published proposed regulations (proposed regs) under Internal Revenue Code Section 2053. (Federal Register: Guidance Under Section 2053 Regarding ...

If you’re named as an executor in a loved one’s will, you’ll be responsible for sorting out their affairs and sharing out their assets. This process is known as estate administration. This generally ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...

Fiduciaries are often tasked with managing a finite amount of trust or estate assets while navigating beneficiary needs, family dynamics, and potential issues that may arise. With multiple ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Estate administration is a lengthy, complex process of accounting for and distributing your worldly belongings. The expeditious winding up of an estate will depend on a number of factors such as how ...

The 2026 edition of The Lackner Group, Inc.’s 6-in-1 Estate and Trust Administration Software has been released, featuring updates aligned with the 2026 tax season, including full support for the ...