Below you will find articles from our legal journals on a variety of pressing legal topics.
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...
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...
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 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 - 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...
American Law Institute Continuing Legal Education (ALI CLE) has announced that Planning Techniques for Large Estates 2020 will be held on April 29-May 1, 2020 in Scottsdale, AZ. This year’s course provides the latest updates and planning strategies...
Estate planners should heap praise on a recent Tax Court holding that cracked open a door on a technique long viewed as sealed shut on allowing taxpayers to discount earnings from a passthrough entity. Estate Planners Gain Precedent on Passthrough...
Taxpayers with questionable limited partnership interests that might ultimately trigger unwanted inclusion in an estate may want to take advantage of the doubled estate tax exemption now to save themselves trouble later. Taxpayers Advised to 'Clear...
Did you know that there is an entire week dedicated to the advancement of estate planning? ALI CLE Celebrates National Estate Planning Awareness Week - October 21 - 27, 2019 National Estate Planning Awareness Week was established in 2008, initially...