Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly...

Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be...

The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and, in many respects, it is. However, terminating a trust isn’t...

We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new...

After the dust has settled, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust...

Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with...