Education Law, Family Law, Wills, Trusts, & Estate Planning

Estate Planning for Grandparents

by Ronald Adams on 3/1/2012

The tax laws provide many opportunities for grandparents to provide for their grandkids' financial, educational and other needs. If you have grandchildren, or anticipate their arrival, providing for their future security may...more

Regression Models and Discount for lack of Marketability

by Ashok Abbott on 2/15/2012

Recent publication of the Discount for Lack of Marketability(DLOM) Job aid for IRS Valuation Professionals has brought fresh scrutiny to the various methods used by valuation practitioners for determining discount for lack of...more

Girl with the Dragon Tattoo” Author Died with an Invalid Will

by Ronald Adams on 1/12/2012

Unless you don’t watch TV or use the Internet, you have probably heard of the popular movie and book, “The Girl with the Dragon Tattoo,” written by a Swedish investigative journalist, Stieg Larsson - This is an interesting...more

The 2010 Tax Relief Act and How it Affects 2012

by Ronald Adams on 1/3/2012

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the 2010 Tax Relief Act. Everything may change at the end of 2012 so it is more important than ever to take a look at...more

Could the Myriad Codifications of Aspects of the Law of Trusts Culminating with the Uniform Trust Code (2000) Be Doing More Harm...

by Charles E. Rounds, Jr. on 1/1/2012

Though the trust is a judge-made creature of equity, the last eighty years have seen numerous rounds of uniform legislation codifying various aspects of the law of trusts, beginning with the Uniform Principal and Income Act...more

Avoid Putting the Wrong Person in Charge of Your Life

by Ronald Adams on 12/15/2011

Don’t make the mistake of viewing estate planning as a post-death issue; with the right person taking care of you and your affairs, the value of a well-drafted Trust will likely become evident while you are still able to...more

Successor Trustee Seminar on November 17th

by Ronald Adams on 11/21/2011

Thank you to everyone that attended our Successor Trustee Workshop on November 17th, 2011. It was a great success! Below is the presentation that attorney Ron Adams gave. If you have any questions about this presentation...more

Avoiding Personal Liability in Acting as a Trustee or Personal Representative

by Ronald Adams on 11/8/2011

Good record-keeping, following the instructions of the trust or will, and communicating effectively with interested parties are key steps in carrying out your fiduciary duties. Read on to find out some of the personal...more

You've Been Asked to Administer a Loved One's Will or Trust: Now What?

by Ronald Adams on 10/11/2011

If a relative or friend has named you to be the successor trustee of their trust (or to be the personal representative of their estate, if they have only a Will), you may feel honored by their confidence in you but uncertain...more

Asset Protection for Parents - Are Your Children A Lawsuit Exposure?

by IKE DEVJI on 10/6/2011

Asset Protection, Are Your Children A Lawsuit Exposure? We all like to think our kids are better behaved, smarter, and more sensible than the ones we see in the news or read about, but their exposures are unpredictable and...more

Business Succession: Who Will Run Your Business After You're Gone

by Ronald Adams on 8/23/2011

Many entrenepreneurs have spent decades building their business right alongside raising their family. But for as much calculating thought as they have put into running a profitable company, they probably have devoted mush...more

Never underestimate Addiction

by Mark Cornwall on 10/18/2010

THE POWER OF ADDICTION Never, ever, I mean do not underestimate the power of addiction. Whether it is your addiction, a family member’s addiction or a friend’s addiction, it is all the same. Some are more self...more

The Titanic of Estate Planning

by Mark Cornwall on 8/12/2010

There is no doubt that planning your estate means having to think of your death, and the ones left behind. It's not a happy subject, but it is one that must be done for the sake of everyone involved. The next time you think...more

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Education Law › Family Law › Wills, Trusts, & Estate Planning