Here’s a sample letter explaining proactive steps that might be taken

A potential sea change in how inheritances are taxed

Here’s a sample letter to a client explaining the responsibilities of different parties in administering a trust

Non-charitable purpose (NCP) trusts are one of the most overlooked vehicles for estate-planning purposes. These trusts can provide a helpful supplement to a grantor’s estate planning to protect, in perpetuity, assets near and dear to the family. ...

The latest US Family Business Survey reveals concerns over handing over the reins to the next generation

Planning for “When I’m 64”

A solution using freeze structures

How to better address this sensitive issue with our clients

Proper drafting and administration can ensure that there’s never a doubt who’s responsible for a particular matter

Best practices for lawyers to accept payment by credit card