No Basis Adjustments for Assets in Irrevocable Grantor Trusts Apr 05, 2023 Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too. Seventeen Steps Estate Planners Can Take to Avoid Malpractice Claims Dec 06, 2022 Defensive practices and planning ahead is key. Defensive Practice Tips for Estate Planners Nov 23, 2022 Take steps to avoid common malpractice claims. Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Considerations for Representation In Blended Family and Second Marriage Scenarios Oct 19, 2022 Assessing an attorney’s ethical duties. Title and Beneficiary Designations Aug 29, 2022 When they may not be determinative post-mortem following a divorce. Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Seventeen Steps Estate Planners Can Take to Avoid Malpractice Claims Dec 06, 2022 Defensive practices and planning ahead is key.
Defensive Practice Tips for Estate Planners Nov 23, 2022 Take steps to avoid common malpractice claims. Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Considerations for Representation In Blended Family and Second Marriage Scenarios Oct 19, 2022 Assessing an attorney’s ethical duties. Title and Beneficiary Designations Aug 29, 2022 When they may not be determinative post-mortem following a divorce. Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Guaranteeing Results Is a Risky Business Nov 01, 2022 Failed charitable planning technique results in a malpractice claim. Considerations for Representation In Blended Family and Second Marriage Scenarios Oct 19, 2022 Assessing an attorney’s ethical duties. Title and Beneficiary Designations Aug 29, 2022 When they may not be determinative post-mortem following a divorce. Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Considerations for Representation In Blended Family and Second Marriage Scenarios Oct 19, 2022 Assessing an attorney’s ethical duties. Title and Beneficiary Designations Aug 29, 2022 When they may not be determinative post-mortem following a divorce. Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Title and Beneficiary Designations Aug 29, 2022 When they may not be determinative post-mortem following a divorce. Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Tips From the Pros: Undue Influence: Focus Factors During a Pandemic Mar 24, 2021 Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Division of Tangible Personal Property Jul 22, 2020 Eliminate points of contention with careful planning. Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
Dividing the 'Stuff' Shouldn’t Be an Afterthought Jul 01, 2020 Disputes over tangible personal property are one of the top three causes of estate administration conflict. From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More
From Here to Eternity Jan 17, 2020 Trusts are essentially 'rule books' that govern assets for a long time. Load More 1 2 next last Load More