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Estate Planning › Financial Institutions

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 -
Warner Norcross + Judd

Michigan’s New Uniform Power of Attorney Act Effective July 1

Warner Norcross + Judd on

Michigan’s new Uniform Power of Attorney Act (UPOAA) becomes effective on July 1, 2024. This law serves several purposes, which include preventing financial exploitation of vulnerable individuals and making standard power of...more

Chambliss, Bahner & Stophel, P.C.

A Useless Power of Attorney: Avoid Free Legal Documents

Chambliss, Bahner & Stophel, P.C. on

A power of attorney designates a trusted individual to make decisions or conduct transactions on your behalf. They could be related to personal finances, business operations, or medical needs and used for a single immediate...more

Adler Pollock & Sheehan P.C.

Do Your Assets Include Unregistered Securities? This Asset Class Requires Special Planning

Adler Pollock & Sheehan P.C. on

When it comes to estate planning, addressing all your assets should be a priority. However, certain assets require greater attention than others. For example, if your assets include unregistered securities, such as restricted...more

Foley & Lardner LLP

Preventing Post-Death Issues for a Wisconsin Will: Where There’s a Will, There’s a Way

Foley & Lardner LLP on

A deceased individual (i.e., the decedent) has often taken the initiative during his or her lifetime to create a will designating the individuals who will receive the decedent’s remaining assets. However, the decedent may...more

Ruder Ware

How is That Account Titled?

Ruder Ware on

My husband just recently opened a new account at one of those online, do-it-yourself, investment companies.  He promises that with the tiny amount of money I was willing to allow him to experiment with that he will make us...more

Chambliss, Bahner & Stophel, P.C.

Why You May Need a Trust in Addition to a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on

While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable trust can help. ...more

UB Greensfelder LLP

[Webinar] High Stakes Guardianships: Best Practices for Corporate Fiduciaries - October 12th, 2:00 pm - 3:00 pm EDT

UB Greensfelder LLP on

Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will...more

Pullman & Comley, LLC

Beneficiary Designated Property: A Trap for the Unwary

Pullman & Comley, LLC on

Financial institutions and brokerage firms occasionally recommend that client accounts be structured as joint or beneficiary-designated accounts without full consideration of the impact on the client’s estate plan....more

Troutman Pepper

Inheritance Data - Digital Planning Podcast

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, Jennifer Zegel, Ross Bruch and Justin...more

Chambliss, Bahner & Stophel, P.C.

Bank Pays Price for Refusing to Honor Request Made Under a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on

A durable power of attorney (POA) allows the person creating the POA, called the "principal," to name a trusted agent who can act on his behalf in almost any situation. But because of the risk of abuse, many banks will...more

Downey Brand LLP

A Thin Blue Line: APS and the DA Have Few Resources to Combat Financial Elder Abuse

Downey Brand LLP on

Seniors are vulnerable to financial elder abuse and are often victimized, but there’s a scarcity of government resources in Sacramento County and elsewhere in California to address the problem. On May 21, 2019, the...more

Perkins Coie

Quarterly Investment Update - 4th Quarter 2016

Perkins Coie on

ECONOMIC REVIEW AND OUTLOOK - In this past year we were reminded again to expect the unexpected: The well-established political classes in the U.K., the U.S. and Italy learned that democracy was their Achilles’ heel, and...more

Proskauer Rose LLP

2016 Proskauer Annual Review and Outlook for Hedge Funds, Private Equity Funds and Other Private Funds

Proskauer Rose LLP on

This special report provides a summary of some of the significant changes and developments that occurred in the past year in the private equity and hedge funds space, as well as certain recommended practices that investment...more

Pullman & Comley, LLC

Alert: Five Things You Should Know About Connecticut’s New Uniform Power of Attorney Act

Pullman & Comley, LLC on

A Power of Attorney is an important estate planning tool that allows an individual (the “Agent”) to act on behalf of another person (the “Principal”) in financial and other matters without involving the probate court. A new...more

Adler Pollock & Sheehan P.C.

Should your powers of attorney be springing or nonspringing?

Adler Pollock & Sheehan P.C. on

A power of attorney (POA) is an important component of an estate plan because it provides details for making critical financial and medical decisions if a person becomes incapacitated. This article defines a POA and explains...more

Obermayer Rebmann Maxwell & Hippel LLP

Observer Estate Planning - Spring 2016

Obermayer Rebmann Maxwell & Hippel LLP on

Pennsylvania’s Revised Power of Attorney Act: Major Changes May Not Necessitate Revising Your Power of Attorney - You may have read about the overhaul of the Pennsylvania laws governing Powers of Attorney used for...more

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