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The 3 Levels of Practice Automation

Wouter IJgosse Sep 26, 2022

The use of automation in estate planning law firms has been steadily increasing in recent years. The technology can do more, and clients are increasingly more willing to interact with it. Whether you use a lot of automation in your practice already or are just getting started - the savvy question to ask is: how do we compare and what more is…

Streamlining Estate Settlement

Dan Stickel Aug 4, 2022

There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place,…

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Be a Great Attorney; Anticipate the Needs of Your Clients

Vanessa L. Kanaga Esq. Jul 22, 2022

Every area of the law has its unique challenges and rewards. For estate planning and elder law attorneys, one of the greatest rewards of their practice is the opportunity to connect with clients on a more personal level while serving as a…

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Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology

Sharon Hartung and Jennifer Zegel Mar 4, 2022

Succession planning. As Sheona McDonald, documentary filmmaker who recently released Dead Man’s Switch: A Crypto Mystery, explains in her introduction to this new volume, “Gone are the days of an elderly relative, friend or spouse passing…

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Flex Your Beneficiaries: How to Reduce Income Taxes and Maintain Creditor Protection

Jonathan G. Blattmachr Esq. and Elizabeth Q. Boehmcke Esq. Jan 19, 2022

We hesitate to publish this, because as soon as we do, Congress will do a roundoff back handspring with a twist and things will change. However, as of this writing, the versions of the Build Back Better Act passed by the House and…

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Grantor and Non-Grantor Trusts: Some Thoughts About Turning Off Grantor Trust Status

Jonathan G. Blattmachr Esq., Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq. Oct 21, 2021

Since at least 1986, when tax brackets for almost all Americans were compressed, and as a result of Rev. Rul. 85-13, which held that grantor trusts effectively did not exist for income tax purposes, grantor trusts have been one of the most…

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The Waiting Game

Jonathan G. Blattmachr Esq., Michael L. Graham Esq., Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq. Oct 5, 2021

None of us can predict what will happen in D.C., but estate planners can take steps now to prepare clients for changes coming in the near future.

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Keeping Pace with Afterlife Innovation

Lee Poskanzer Aug 4, 2021

Imagine, you’re an estate attorney having a meeting with client who’s been trying desperately to gain access to his late wife’s Gmail account. He knows her emails contain important documents, but he is not exactly sure what or where they…

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Protecting Your Client’s Digital After Life

Betsy Ehrenberg Jul 29, 2021

Strictly speaking, digital assets are content that is stored in any electronic format. That could mean photos, videos, emails, spreadsheets or text. New digital formats are constantly emerging therefore the definition of a digital asset is…

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Sentiments on the Reality of a Virtual Event

Vanessa L. Kanaga Esq. May 22, 2021

Last week, as the 55th annual Heckerling Institute on Estate Planning concluded, I took a few moments to reflect on the conference which, like many events, was different this year. All of the presentations were virtual, with the presenters…

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