Shenkman Law
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January – March 2017
Collaboration
Checklist: Gumby Trust
Recent Developments:
- Charitable Remainder Trusts
- Trust Re-do
- Liens
- Splitting Trusts
- Michigan and Utah enact Uniform Voidable Transactions Act
- Colorado and Death with Dignity
Planning Potpourri: Gumby Trust (Continued)
Collaboration
- is essential to the success of any estate and financial plan. What impediments tend to inhibit open collaboration? What can practitioners and clients do to foster open collaboration? Which specialists should be part of the planning team? Why is the concept of having one adviser “quarterback” the planning team obsolete?
- Charitable Remainder Trusts