2024

This webinar will update practitioners on the latest developments and discuss various practical issues that many clients have faced with filings, even problems and frustrations the panelists themselves have had to navigate with the FinCEN…

Late Monday afternoon, December 23, 2024, FinCEN issued guidance giving reporting companies additional time to file Beneficial Ownership Information (“BOI”) reports following the Fifth Circuit Court of Appeals decision earlier Monday in…

We have received word that on December 23, 2024, the Fifth Circuit Court of Appeals granted the government's emergency motion for a stay pending appeal of the preliminary injunction granted by the United States District Court for the…

You'll find Sample Flow Charts in PowerPoint format within the program in the Resource Library under the "Any Practice System" section.

No, you cannot change the wording/language in a Custom Profile.

The Department of Justice had filed an emergency motion with the U.S. Court of Appeals for the Fifth Circuit on December 13, 2024, to stay pending appeal the preliminary injunction issued by the U.S. District Court for the Eastern District…

A network TV show called “What Would You Do?” creates fictional but realistic sticky situations for unsuspecting members of the public and lets them play out on hidden camera to see what happens.  Different people react differently to each…

Co-guardians (joint guardians) would have to be added/edited after assembly in Word.

Despite the election results, estate planning, and in particular non-reciprocal SLAT planning should continue for many clients. The results of future elections cannot be predicted. Upstream basis planning, asset protection, non-grantor…

FAQ0601 A. General Power of Appointment Trust for the Grantor's Spouse if the Grantor's Spouse Predeceases the Grantor. If the Grantor's Spouse predeceases the Grantor, then upon the death of the Grantor's Spouse, the Trustee acting…