Insight on Estate Planning - February/March 2015

Adler Pollock & Sheehan P.C.
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In This Issue:

- Estate planning for young families: Flexibility is the key

- Get smart when tackling estate planning for intellectual property

- Avoiding undue influence claims

- Estate Planning Pitfall: You’re planning to retire abroad

- Excerpt from Avoiding undue influence claims:

A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member challenges the plan, that purpose may be defeated. If the challenge is successful, a judge will decide who’ll inherit your property....

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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