Wills, Trusts, & Estate Planning Professional Practice

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When Estate Planning Meets #BlindNewWorld

During the Perkins School for the Blind annual fundraising gala, Perkins Possibilities 2016, we witnessed the launch of the powerful social change campaign called BlindNewWorld. The campaign aims to help the sighted...more

Court Reporters, Videographers – Financial Literacy 101

A few weeks ago, while chatting with Bronwen Drummond, a financial advisor, and it hit me hard that court reporters and videographers, independent contractors, need to have a financial plan to protect their future and...more

Nine Fiduciary Accounting No Nos

When you’re a fiduciary under California’s Probate Code, such as a guardian or conservator, you’ll be required to prepare some type of fiduciary accounting for the court. You’ll probably hire an accountant to crunch the...more

Illinois Supreme Court Debates Scope of Accountant-Client Privilege in Will Contests

Last week, the Illinois Supreme Court heard oral argument in Brunton v. Kruger.  Brunton involves the scope of the accountant-client privilege – specifically, what happens to that privilege after the client dies, and how the...more

Illinois Supreme Court Holds Wrongful Death Attorney Owes Duty to Decedent's Beneficiaries

A unanimous Illinois Supreme Court added a new complication for plaintiffs’ counsel handling wrongful death cases late last week, unanimously holding in In re Estate of Perry C. Powell that an attorney representing the...more

Law and Disorder: Rethinking Retirement Planning for Plaintiff's Lawyers - The Best of Qualified and Non-qualified Planning...

Overview - We have all heard our share of lawyer jokes. From War of the Roses - "What do you call a bunch of attorneys at the bottom of the ocean"? Answer - A good start! Everybody hates lawyers except their own and...more

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

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

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?

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

Tools to Operate a Virtual Law Office

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]

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

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...

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...

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

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)

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

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

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

Foreign Asset Disclosure Program [Video]

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.

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?

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

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

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

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....

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

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