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[Webinar] Guardianships for Persons Turning 18 and Contested Guardianships - April 23rd, 3:00 pm - 4:00 pm PDT

Join attorneys Rob Morris, Esq. and Paul Norris, Esq. for this webinar presentation. Some of the topics covered will be: - Guardianship Procedures - Contested Guardianships - Adult Guardianships - Guardianship...more

[Webinar] Guardianships for Persons Turning 18 and Contested Guardianships - April 23rd, 9:00 am - 10:00 am PDT

Join attorneys Rob Morris, Esq. and Paul Norris, Esq. for this webinar presentation. Some of the topics covered will be: - Guardianship Procedures - Contested Guardianships - Adult Guardianships - Guardianship...more

[Webinar] Estate Planning for Boomers - February 20th, 3:00 pm - 4:00 pm PST

Join Robert F. Morris, Esq. to discuss some important topics such as: - “New” issues facing boomers. - Taxes. - Estate Planning Opportunities and Options....more

[Webinar] Estate Planning for Boomers - February 20th, 9:00 am - 10:00 am PST

Join Robert F. Morris, Esq. to discuss some important topics such as: - “New” issues facing boomers. - Taxes. - Estate Planning Opportunities and Options....more

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 6:00 pm - 6:45 pm ET

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 12:00 pm - 12:45 pm ET

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

[Webinar] Estate Planning: Guardianships for Incapacitated Persons - February 28th, 6:00 pm - 7:00 pm ET

Children, elderly relatives, and other loved ones, who suffer from diminished capacity can benefit from surrogate decision making. With the growth of cyber fraud and other forms of manipulation, this issue has become even...more

[Webinar] Estate Planning: Guardianships for Incapacitated Persons - February 28th, 12:00 pm - 1:00 pm ET

Children, elderly relatives, and other loved ones, who suffer from diminished capacity can benefit from surrogate decision making. With the growth of cyber fraud and other forms of manipulation, this issue has become even...more

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 6:00 pm - 7:00 pm EST

Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 12:00 pm - 1:00 pm EST

Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

[Webinar] Estate Planning: More Important Now Than Ever - November 15th, 6:00 pm - 6:45 pm ET

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

[Webinar] Estate Planning: More Important Now Than Ever - November 15th, 12:00 pm - 12:45 pm ET

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Important Documents to Consider Before Your Child Goes to College

Your child’s transition to adulthood is an important time in life. If your child has reached age 18, particularly an adult child traveling to attend school or work, critical legal changes have occurred. At age 18, your child...more

[Webinar] The Administration’s 2022 Proposed Estate and Gift Tax Changes - June 21st, 6:00 pm - 6:45 pm ET

Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more

[Webinar] The Administration’s 2022 Proposed Estate and Gift Tax Changes - June 21st, 12:00 pm - 1:45 pm ET

Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more

[Webinar] The IRS Proposes New Rules for IRA Distributions: What Do I Need to Know? - April 20th, 12:00 pm - 12:45 pm ET

The IRS issued proposed regulations governing required minimum distributions (RMDs) from IRAs and other retirement accounts under the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Join Robert Morris from...more

The Internal Revenue Service (IRS) Issues Proposed Minimum Distribution Rules

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e. 401ks, 403bs, etc.) and...more

The Annual Exclusion for Gift Taxes has Increased to $16,000 - What Issues Should I Consider?

In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before...more

Gift and Estate Tax Changes

Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some proposals would have sidelined a...more

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