Mark Glover, assistant professor of law at University of Wyoming College of Law in Laramie, Wyo.

Deborah S. Gordon, professor of law at Drexel University Thomas R. Kline School of Law in Philadelphia

When your client’s care manager doesn’t do what’s right, who pays the price?

Industry experts weigh in on how to tackle an increasingly pervasive issue

Ancillary steps to enhance the agent’s function and prevent abuse

Integrate planning and advocacy into your practice

Beyond the preparation of traditional documents

It’s important to take a holistic approach

In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of objectives that may be achieved with an incentive...

In recent years, there’s been no shortage of discussions on the importance of advisors raising the topic of charitable giving with clients, as they contemplate their estate and financial plans. ...