Lawyer Betty is referred a new client, Kathy, who needs some estate planning work. While Kathy has a large estate, her primary goal is ensuring that her daughter, Vicki, and Vicki’s family are adequately provided for upon Kathy’s passing. In...
Estate Planning Articles
Planning Techniques for Large Estates 2024
Planning Techniques for Large Estates 2024 – the premiere program for estate planning practitioners and advisors working in the high and ultra-high-net-worth space – is taking place on April 25, 2024 via webcast. Planning Techniques for Large...
KIDS, CRYPTO, AND TAXES: AVOIDING THE HEADACHES
Virtual currency is, by most objective standards, a new asset class. The oldest virtual currency is Bitcoin, which launched in 2009. In recent years, there has been a proliferation of technologies developed on Bitcoin’s promise of distributed...
CONVERSATION WITH AN EXPERT: LARRY KATZENSTEIN
This is the first in a series of interviews between Rajiv S. Khanna, principle of The Law Offices of Rajiv Khanna, and leading practitioners across the country designed to provide personal and professional insights into various areas of the law....
TRUSTS FOR BENEFICIARIES WITH ADDICTION AND MENTAL ILLNESS ISSUES (WITH SAMPLE PROVISIONS)
When thinking about their estate plans, parents typically want to treat their children equally. This is true even when a beneficiary is struggling with addiction or mental illness issues. Of concern are beneficiaries who suffer from addictive or...
WHO AM I TO SAY? A LAWYER’S DUTY TO ASSESS CAPACITY IN ESTATE PLANNING
Can you prepare estate planning documents for a client if you are not convinced that the client has testamentary capacity? Do you have a duty to later advocate for the validity of the documents? This issue is subject to some debate. The American...
Advanced Estate Planning Update: Free Course Materials
For more than 25 years, Professor Jeff Pennell and a nationally renowned faculty of estate planning lawyers have been providing a review of significant developments in the estate planning field at our Advanced Estate Planning Practice Update. This...
High Achievers Vulnerable To Elder Financial Abuse Because They Can Mask Dementia, Their Egos Says Expert
High achievers are great targets for elder financial abusers because they can mask dementia and their egos won’t allow them to admit they have it, said a former president of the American College of Trust & Estate Counsel in a wide-ranging...
EMERGENCY REMOTE NOTARIZATION AND WITNESSING ORDERS
Emergency Remote Notarization and Witnessing Orders - ALI CLE and ACTEC During this time, some states have acted to allow remote notarization or remote witnessing on an emergency basis. A list of these states can be found here. This...