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A 21-Point Salute To Youth

I’ve advised generations of families for three decades. They often ask for advice for the younger generations, which we call Generation Two, or G2 for

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Dead, But Not Forgotten

(Reprinted From The June 2017 Issue Of ALI CLE’s Estate Planning Course Materials Journal) Estate Planning Course Materials JournalAmerican Law Institute CLE Fiduciary and personal

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Opening Pandora’s Inbox

Trusts and Estates Today, the estate planner needs to master two new protocols that didn’t exist three decades ago, when I started my law practice.

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Ancillary Administration

IICLE Press With the increased use of intervivos trusts, it is now less common to have ancillary administration in Illinois in estates of nonresident decedents.

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The Nigerian Scam

Daily Law Bulletin Cyber criminals, based overseas and concentrated in Nigeria, send scam emails to law firms on a daily basis in an effort to

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Exodus: The Art Of Domicile

Estate Planning & TaxationTrusts and Estates Much has been made recently of professional athletes, like Phil Mickelson, considering fleeing less favorable state tax jurisdictions. Many

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Expect The Unexpected

Penton MediaTrusts & Estates When attorneys draft trust documents, it’s important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary

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PETS

The Article Review The article, “Should Pets Inherit?” by Frances H. Foster, is an important practical piece for estate planners. His theme, that pets should

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GRAT Expectations

Estate Planning & TaxationTrusts and Estates Somewhere in a bleak house in Washington, D.C. a plot exists. The conspirators are working against a favorite planning

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Kill The CRTs

Trusts and Estates In what kind of Alice in Wonderland world might clients be better off destroying good things like charitable remainder trusts (CRTs) Read

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The Safety GRAT

Trusts and Estates Many clients believe that the greatest enemy to their wealth is the federal estate tax. The reality is that very few estates

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Louis Harrison News Post

Pepperidge Farm Legacy

Trusts and Estates Beyond goldfish crackers, it’s also going to be a Supreme Court ruling deciding if trusts can fully deduct investment fees. Rich folks

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