Date and Time: Wednesday, February 23, 2022, 4 p.m. ET Register Here Course Description: Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2934. While Wellin focuses on whether or not the statute of limitations would operate to bar […]
Trusts & Estate’s Magazine May 2020 When family members, friends and other nonprofessionals assume the role of fiduciary – whether it be for a trust or an estate – there […]
Trusts & Estate’s Magazine June 2020 While we don’t know the outcome of the upcoming election, practitioners should counsel clients to plan in advance of possible adverse changes affecting the […]
Trusts & Estate’s Magazine July 2020 The modern estate-planning attorney will represent a significant number of lesbian, gay, bisexual, transgender and queer (LGBTQ) clients or clients who have family members […]
Trusts & 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 […]
Originally 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 […]
Originally 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 […]
Originally 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 […]
Trusts & 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 […]