Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
Widow Foreclosure Catch-22
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Same-Sex Marriage Cases in 90 Seconds
Should you Opt-Out of the Voluntary Disclosure Program?
Death and Foreign Asset Disclosure. What you don't know can cost you…a lot
Safeguard Your MVA: Devising a Business Succession Plan that will Preserve your Most Valuable Asset
Planning for Your Social Media Accounts When You Die
Divorce can be costly, especially when it reveals undisclosed foreign assets.
Fein, Such, Kahn, & Shepard: Estate Planning
Estate Planning: Wills, Trusts, & Power of Attorney in Arizona - Putting Family First
Foreign Asset Disclosure Program
The Basics of the Fiscal Cliff Deal & Why the Lack of Sunset Provisions Is Important
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
Many times clients come to us with complex planning issues that we would like to solve for. Here is a good example of how one couple achieved their goals and objectives through advanced planning using a well thought out...more
Never before has collaboration become so important in meeting the needs of high net worth clients. Faced with so much uncertainty, the most important role of the advising team is to focus on what they can help the client...more
When someone talks about price it’s the best BUYING Signal you can ask for.
Evenif it is a price objection, the prospect has made that mental leap and thought about owning what you have to sell.
The request for the...more
E379 NJ Laws Newsletter...more
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
The ABA and state bar associations have worked together to create unnecessary barriers to entry into the legal profession—things like accreditation requirements for law schools, licensing requirements for attorneys, and...more
Welcome to our Summer Private Client Newsletter.
In this edition, we see why divorcing couples must consider mediation before being allowed to go to court.
There’s a warning from the Ombudsman that people should...more
Join me at the American Bar Association (ABA) Section of Real Property, Trust and Estate Law's (RPTE) 22nd Spring Symposia in Washington DC on April 28, 2011 where we will discuss "The Positive Side of Social Media" - the...more
.L.T. Legal Professionals Marketing Group will sponsor a free online webinar entitled “Building the Family Law Practice: 5 Things You Can Do Right Now” on Tuesday, April 12, 2011 at 12:00 Noon (EDT).
Have you considered who will be making health care decisions for you if you cannot make them yourself? Under the Health Care Surrogate Act, 755 ILCS 40/1, the State of Illinois has established a plan for your decision-making...more
To anyone on Twitter, raise your hand if you don’t pay attention to your number of followers. No matter how not vain you claim to be, your follower number is something that tugs oh-so-gently at your consciousness.
There is a significant market that attorneys are missing that is terrible underserved by the legal profession. Working with veterans to qualify them for the Improved Pension Benefit is a very profitable practice for those...more
Take a moment and consider the following:
1. What drives me?
2. What is my purpose for being a lawyer?
3. What is my purpose in life?
4. Am I happy?
5. Why did I go to law school?
6. Am I making a difference...more
Corporations spend billions each year developing creative advertising and marketing campaigns to attract more clients. They realize creativity is the key to standing out in a saturated marketplace. So, how do they stand...more
One of the easiest ways to continue the momentum after successfully engaging a client is to thoroughly automate the client service process.
This not only ensures you are continuing the WOW experience after your initial...more
In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month.
If you’re like most lawyers, your marketing budget runs on average of $2,000- 4,000 a month. This might include everything from direct mail to email marketing, Google adwords campaigns, ads in local publications or seminars...more
It's official. Our economy is in a recession. And, there's no question that it's hitting law firms where it hurts. The question will be how the impact is felt in your law firm and on your career.
If you are a solo or...more
The ABA's Solosez listserv is chock full of conversation, but reading from it can be like drinking from a firehose. Here, business development advisor Larry Bodine captured a discussion entitled, "Mistakes I've Made Setting...more
Structured attorney fees are a tax-deferred alternative to receiving a lump-sum fee payment. By structuring fees, the attorney can receive the fee payments over time on a tax-deferred basis. The attorney pays taxes on the...more
Letter recommending will to client...more
Creating a law firm marketing plan is critical to your success. This article will give you the 10 major components of any comprehensive legal marketing plan. ...more
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