What to look for and when to consider a lawsuit

Uncover potential problems and planning concerns at initial meeting

Help your clients set the record straight

Help your clients accommodate their estate plans to these rules

Accredited investors and qualified purchasers

Help clients work through emotional reactions when they’re considering who, when, why and how much to leave to intended heirs

Where does your trust live? It depends on who’s asking and the purpose of the question...

• Internal Revenue Service rules that termination of marital trust won’t implicate Internal Revenue Code Section 2519 because initial qualified terminable interest property (QTIP) election was void, but release of power of appointment...