Practical tips to avoid the devil in the details after a transaction has closed
Perhaps it's a matter of managing expectations and responsibilities between attorneys and clients about who will have the ongoing responsibility to ensure that various technical requirements and administrative details of an estate-planning transaction will be properly handled after the transaction is implemented. We, as estate planners, are well aware that the most brilliantly structured transaction, designed to save substantial income and transfer taxes, will only be successful if the ...
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