A quick checklist that may help when dealing with mentally ill clients or beneficiaries.

What can make or break a successful transition?

A former industry insider’s perspective.

Suggested approaches to foster resilience.

Many stem from failing to understand the governing agreement.

Several key points to explain to clients.

Wealthy clients may be reluctant to seek treatment.

Martin M. Shenkman and Joy Matak discuss the business succession planning challenges created by a new rule that restricts the use of non-compete agreements.