The ‘bundle of sticks’: Legal vs. beneficial ownership in estate planning

By Nicholas André ( October 24, 2025, 2:22 PM EDT) -- As every estate lawyer worth their salt knows, the amount of careful analysis and due diligence that good, individualized estate planning requires cannot be overstated. Importantly, this process involves determining all the assets a testator has an interest in, how such interest is held, and finally how they would like to dispose of or pass on such interest(s) in their estate planning documents....
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