How to Make Your Practice More Diverse and Inclusive
January 31st, 2022Trusts & Estate’s Magazine February 2021 Would you like to increase the value of your practice? Diversity is the answer. No really. The more diverse and rich your life and […]
Shenkman Law
Men, Mental Health and the Harsh Reality Affecting Planning
January 31st, 2022Originally posted on wealthmanagement.com Mental health issues, despite their common occurrence, are ignored in conferences and planning. One rarely discussed mental health issue that practitioners should be aware of is […]
Encourage Clients to Compile Their “Legal Vault”
January 31st, 2022Originally posted on wealthmanagement.com During lockdown and the slow reopening, here’s another home project that will benefit your clients (and help you help them better). Your client will also be […]
Heckerling… It’s a Wrap
January 26th, 2022Originally posted on wealthmanagement.com With the 2013 Heckerling Institute completed, perhaps a look back at the past week might be worthwhile. There have been, and will be, scores of articles […]
Beware of the Reciprocal Trust Doctrine
January 26th, 2022Trusts & Estate’s Magazine April 2012 Many clients are planning to make large gifts before the end of 2012, to take advantage of what may be a fleeting opportunity to […]
Sharia Inheritance Estate Plans
January 25th, 2022Trusts & Estate’s Magazine September 2021 As advisors, it’s important to be sensitive to our clients’ unique values and objectives. In many cases, a client’s planning considerations are motivated by […]
The Split-Dollar Legacy Trust
January 25th, 2022Originally posted on wealthmanagement.com Every advisor is aware of the importance of clients making large gift transfers before 2013. Changes to the law are expected, including a reduction in the […]
The Beatles and Estate Planning: Musings on the Heckerling Conference
January 25th, 2022Originally posted on wealthmanagement.com One of the themes of many of the presentations at Heckerling this year is the growing importance of income tax planning considerations to estate planning. Many […]
The New Normal for Smaller Estates: How Tax Planning is Changing for These Types of Clients
January 25th, 2022Originally posted on wealthmanagement.com Certified public accountants tend to be practical folk, and they often view estate planning from a different lens than perhaps attorneys sometimes do. For my last column from […]
Next Generation Tech for Estate Planning Lawyers
January 24th, 2022Trusts & Estate’s Magazine February 2021 Lawyers have long heard that they’ll be replaced by technology; however, over the past years, law firms have remained busy. The reality, however, is […]