Drafting

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…

Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant…

Matrimonial Issues and Trust Planning: Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.

The trust, as a legal concept, has existed for centuries, yet arguably the most significant developments in trusts have occurred in the last few decades. Due to the efforts of the estate planning community, clients now have a better…

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020.

Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now?

Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation…

This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates, and will also examine the Alaska Community Property Trust, and explain why it’s a relatively simple thing to…

This memorandum to InterActive Legal subscribers provides detail regarding the provisions of the appropriations bill passed in December 2019 affecting retirement benefits, known as the SECURE Act.The memo also offers drafting and other…

A recent set of articles published in the February issue of Trusts & Estates discusses the pros and cons of using Document Assembly Systems. The articles are nicely presented as a Point/Counterpoint feature.