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Estate Planning Client Services

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Robins Kaplan LLP

Q&A With Anne Paape, Managing Director and Senior Fiduciary Counsel at Cresset

Robins Kaplan LLP on

The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more

Dunlap Bennett & Ludwig PLLC

The Most Important Questions To Ask An Estate Planning Lawyer

Estate planning involves discussing personal topics such as family, finances, and future goals. A well-designed estate plan will preserve your legacy for generations to come. Therefore, creating an estate plan is one of the...more

Kohrman Jackson & Krantz LLP

The Risks of DIY Estate Planning

QUALITY MATTERS - The other day, my hot water tank broke. At first, I just thought the pilot light went out. I was easily able to follow the directions to get the pilot light back on, but the water didn’t heat up. So, I went...more

Robins Kaplan LLP

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Troutman Pepper

Digital Planning Podcast - Interview With Leeza Garber

Troutman Pepper on

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and...more

Downey Brand LLP

Helping Families and Solving Problems – A Conversation with Trust Officer Alysia Corell from Exchange Bank

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Bank trust departments, also referred to as corporate trustees, provide professional management to the administration of California trusts. People may choose to name a bank to act as successor trustee when they can no longer...more

McDermott Will & Emery

[Event] 2019 Private Client East Coast Forum - November 21st, New York, NY

McDermott Will & Emery on

The unique needs of ultra-high net worth families, their family office representatives and other advisers are multidimensional and ever-evolving. Join us November 21 for McDermott Will & Emery’s Private Client East Coast...more

Jaburg Wilk

To Understand a Client's Needs Requires Exploration

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JW Way Fundamental #4: Walk in your client’s shoes. See the world from their perspective. Empathize by understanding their fears and concerns and showing you care. Ask, “If I were in their shoes, what would I want to know and...more

BakerHostetler

[Webinar] Where are you now and where would you like to be? Trust Nexus - September 18th, 12:00 pm ET

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A trust is a trust is a trust, right? But overlooking the trust situs can be a big mistake - it may govern creditor protection, privacy, reporting obligations, and maybe most important, influence state income taxation. Learn...more

Downey Brand LLP

Litigators Should Be Collaborators, Not Lone Rangers

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Trust and estate litigation attorneys are “trusted advisors.” Like estate planning attorneys and other professionals who help clients with wealth management, we are fixers who assist clients with navigating conflict relating...more

Ervin Cohen & Jessup LLP

Protecting Your Elder Client’s Testamentary Intentions

It’s good to be an American. Americans are living longer and living more of their life in better health. As a society, we take better care of our bodies by eating better, working out more, and taking advantage of modern...more

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