As estate planners, we love helping people, and as attorneys, we need to bill hours. So when we can help people and bill hours at the same time, you'd think that we would be elated. Not necessarily. A large part of our practice in recent years has...
Families are becoming more sophisticated about wealth management, incorporating modern trust documents into their estate-planning goals and looking for ways to maximize the flexibility of their trust investments. Typically, a trustee's duties and...