Free Webinar: Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

June 29th, 2023

Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]

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Letter Of Instruction: Roadmap To Take This Important Estate Planning Step

June 26th, 2023

Originally posted on Forbes.com You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be […]

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Amanda Koplin & Martin M. Shenkman: Mental Health Considerations for Financial Advisers, Attorneys, CPAs, and other Professionals

June 1st, 2023

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3041. Clients want a motivated, ambitious, type-A advisor who will work vigorously for their interests and […]

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