Law Practice Products & Services, Wills, Trusts, & Estate Planning

The Trust Being a Multi-Party Relationship, Whom Legal Counsel Represents Can Get Complicated

by Charles E. Rounds, Jr. on 5/1/2013

The trust being a multi-party relationship, it is not always that easy to discern at any given time whom legal counsel is representing, or should be representing, in matters relating to the trust’s creation and...more

Adding Maintenance Elements to the Estate Plan Checklist

by Ruth Ryan-Cruz on 4/1/2013

Wills, Trusts and Estate Planning Attorneys in San Diego and nationwide may benefit from reading this article. Estate planning clients may not understand the importance of maintaining the estate plan. As practicing...more

When Should I Call a Lawyer?

by Crider Law PC on 3/4/2013

You don’t need a lawyer for everything, but there are a few times in life when hiring a lawyer is a necessity....more

Help! How do I learn to draft an estate plan?

by Law Business Mentors on 2/18/2013

There is no substitute for experience. Even if you feel absolutely unqualified to draft a plan, there is no other way but to struggle through it. In the Estate Planning Bootcamp, we help you map out a plan to do just that....more

Tools to Operate a Virtual Law Office

by The Virtual Attorney on 10/22/2012

To run a virtual law office or any new business you’ll need for all sorts of programs and software to be effective. From billing to research, and marketing to client communication, technology today offers some incredibly...more

Should you Opt-Out of the Voluntary Disclosure Program? [Video]

by Sanford Millar on 10/22/2012

When is it right to op-out of the voluntary disclosure program, knowing when to stay in and when to get out could be the difference of saving a massive amount of money and staying out of jail. Talk to a professional who can...more

ACTEC Wealth Advisor: A New App For Your iPad

by Davis Brown Law Firm on 10/10/2012

The American College of Trust & Estate Counsel (ACTEC) has just released its newest tool, and it is free. The ACTEC Wealth Advisor application for iPad® is now available for complimentary download via the Apple App Store....more

Here is Something to Whistle About!- Reflections on the UBS Whistleblower - Tax Reduction and Deferral Strategies for Trial...

by Gerald Nowotny on 10/8/2012

Over the last few weeks I have been diligently outlining tax planning strategies for trial attorneys with contingent fee income. These strategies have ranged from structured settlement arrangements using private placement...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 5 : Structured Settlement Life Insurance – A Tax-Free...

by Gerald Nowotny on 10/1/2012

In Part 5, I focus on the utility of the QSF from an investment funding perspective to illustrate how private placement life insurance can be used in a split dollar life insurance funding format in order to to create a...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 4: The Trial Attorney’s Pension Plan

by Gerald Nowotny on 9/27/2012

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement...more

Trial attorney - Tax Planning Using PPLI and CLATs (Supplemental Presentation)

by Gerald Nowotny on 9/25/2012

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured...more

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 3

by Gerald Nowotny on 9/25/2012

Part I of this series focused on tax reduction and deferral strategies for trial attorneys with contingent fee income using private placement variable deferred annuities in lieu of fixed annuities for structured settlement...more

IRS 6050W: Implications for Attorneys and Others Who Accept Credit Cards

by Lawrence McElroen on 9/19/2012

This is a good analysis of the implications of IRS 6050W for attorneys and others who accept credit card payments; kudos to Lawpay.com for the analysis!...more

Fein, Such, Kahn, & Shepard: Estate Planning [Video]

by Fein, Such, Kahn & Shepard, P.C. on 7/10/2012

Creating an estate plan involves much more than money and taxes. It's about asking the important questions so your values are passed to your family with your assets, and the assets support your family goals and don't tear...more

Foreign Asset Disclosure Program [Video]

by Sanford Millar on 5/14/2012

Foreign Asset Disclosure and the Voluntary Program. This is the program that anybody with clients who have assets off shore should be aware of. Why? Because it's an opportunity for your clients to come forward and...more

Mediation and Arbitration have their limitations when it comes to trust disputes.

by Charles E. Rounds, Jr. on 4/1/2012

Unless the fiduciary issues and the representation issues in a trust dispute are properly sorted out in advance, there is a very real risk that an ill-considered rush to mediate or arbitrate will prove an expensive and...more

The Interest on Lawyers Trust Account Scheme (IOLTA): Could the medical profession get away with fleecing patients in this way?

by Charles E. Rounds, Jr. on 3/1/2012

It is coming on a decade since the U.S. Supreme Court ruled that the IOLTA scheme constitutes a collective taking by the state of the property of clients. Still the scheme continues. Nothing has changed. Why? Charles E....more

E386 Recent Cases: 1. Text Messages between Parents Not Automatically Harassment. 2. Personal Use Does not Permit Growing...

by Kenneth Vercammen, Esq. on 2/2/2012

Kenneth Vercammen, Esq. email newsletter E386...more

LAW SCHOOLS NO LONGER ADEQUATELY EQUIP THEIR STUDENTS TO THINK LIKE LAWYERS: THE UNINTENDED CONSEQUENCES OF DECONTEXTUALIZING...

by Charles E. Rounds, Jr. on 11/1/2011

The process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other critical enforceable...more

Top 5 Reasons to Change Your Will

by Jason McGrath on 10/28/2011

There are many reasons to update your will. Here is our top 5....more

E378 1. Selecting A Guardian in Your Will for Minor Children. 2. Objection to Lab Report Starts After all Reports Provided. 3....

by Kenneth Vercammen, Esq. on 10/19/2011

E378 1. Selecting A Guardian in Your Will for Minor Children. 2. Objection to Lab Report Starts After all Reports Provided. 3. Dispatch of Suspiciously Parked Car Permits Questioning. 4. Join AVVO and rate Kenneth Vercammen,...more