I recently had the pleasure of speaking at the 2017 STEP Caribbean
Continue Reading STEP’s 2017 Caribbean Conference
Trust protectors; they’re like trustees, but not quite. So can they get sued?
It used to be so simple. Back in the day trust lawyers
Continue Reading Trust protectors; they’re like trustees, but not quite. So can they get sued?
Thoughts on the Tom Clancy estate tax allocation litigation
Baltimore City Orphans’ Court Judge Lewyn Scott Garrett entered this 47-page order
Continue Reading Thoughts on the Tom Clancy estate tax allocation litigation
CHANGE OF VENUE: June 10, 2015 organizational meeting for STEP Miami’s new specialized forum for international trusts and estates litigators will now take place at Northern Trust Bank
The number of registrants far exceeded our expectations for this meeting, so
Continue Reading CHANGE OF VENUE: June 10, 2015 organizational meeting for STEP Miami’s new specialized forum for international trusts and estates litigators will now take place at Northern Trust Bank
June 10, 2015: Come learn about STEP Miami’s new specialized forum for international trusts and estates litigators
I’m one of the volunteers working on bringing this exciting new opportunity
Continue Reading June 10, 2015: Come learn about STEP Miami’s new specialized forum for international trusts and estates litigators
Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder
Continue Reading Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
Downbeat Legacy for James Brown, Godfather of Soul: A Will in Dispute
James Brown died nearly eight years ago at the age of 73.
Continue Reading Downbeat Legacy for James Brown, Godfather of Soul: A Will in Dispute
Lessons from “Clarity on Capacity”: A UK-law perspective on the unique ethical challenges faced by estate planners representing clients with diminished capacity
Florida ethics Rule 4-1.14 and its ABA model-rules counterpart, Rule 1.14, address
Continue Reading Lessons from “Clarity on Capacity”: A UK-law perspective on the unique ethical challenges faced by estate planners representing clients with diminished capacity
Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
WealthCounsel’s 7th Annual Industry Trends Survey looked at the business challenges
Continue Reading Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
Changing trustees can be contentious, but there are ways for beneficiaries to ease the process.
As a family trust moves into its second or third generation, it’s
Continue Reading Changing trustees can be contentious, but there are ways for beneficiaries to ease the process.