Document Assembly Systems: Friend or Foe?

March 26th, 2020

Trusts & Estate’s Magazine February 2019 Jonathan G. Blattmachr & Martin M. Shenkman   Document assembly systems (DAS) automate the creation of documents by generating them from intelligent templates. Do […]

Estate and Tax Planning Roadmap for 2019-2020

March 10th, 2020

Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2745 Date: 03-Sep-19 From: Steve Leimberg’s Estate Planning Newsletter Subject: Estate and Tax Planning Roadmap for 2019-2020: Martin M. Shenkman, Jonathan […]