As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more
Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more
Selecting the person or institution who will act as your trustee is one of the most important decisions you and your family members will make.
For the task of managing your trust, it is natural to want to choose a family...more
Most parents realize that once your child turns 18, you can no longer make medical or financial decisions for them, nor do you have legal access to your child’s educational, medical and financial information without their...more
For a business owner considering the sale of their business, there are two competing goals: maximizing the proceeds from the sale and minimizing the estate and gift taxes that will be due on the owner’s enhanced estate....more
While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact....more