Thomas Tietz

ABA Formal Opinion 507 addresses some of these issues.

Yet another lesson in how estate plans and family challenges can pose difficulties for all. 

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Make your firm more efficient, profitable and rewarding.

The author shares his copious notes on this interesting session.

Notes from Carlyn McCaffrey's comprehensive presentation at Heckerling 2019.

A holistic, yet practical, view of recent changes.

Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.