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Roundtable

Tune in to one of our Roundtable events, where legends in Estate Planning, Elder Law, and Special Needs Planning consider and debate best practices to serve you and your clients.

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Practice Development

All Aboard The Great Wealth Transfer—Don’t Miss The Train!

Vanessa L. Kanaga Esq., Matt Tove, Laura Cowan Esq., Audrey Ehrhardt Esq. and Chris Goade Jun 27, 2024

We’ve all seen the headlines in recent months. We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes). Whether it is the greatest in history or not is a debate for scholars. However, the magnitude of wealth the baby boomer generation is passing to successive generations is undeniable. …

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways…

Vanessa L. Kanaga Esq., Bridget J. Crawford, Mathew McClintock Esq. and Marc Serato Jun 6, 2021

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to…

Roundtable

What Should Estate Planners Do Now? An InterActive Legal Post-Election Video Roundtable Event

Vanessa L. Kanaga Esq., Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Nov 13, 2020

Election Day 2020 is now behind us. As of this writing, most election results are in, though opinions vary about when we will know the full makeup and distribution of power between the Executive and Legislative branches. Court…

Roundtable

Evolving Roles in Trust Planning: Advising Fiduciaries, Non-Fiduciaries, and Those in Between…

Vanessa L. Kanaga Esq., Larry Flournoy Esq., Judith Pearson, Frazer Rice and Alexander A. Bove Jr. Esq. Oct 28, 2020

The trust, as a legal concept, has existed for centuries, yet arguably the most significant developments in trusts have occurred in the last few decades. Due to the efforts of the estate planning community, clients now have a better…

Practice Development

Marketing Your Practice in times of Crisis, Fear, and Uncertainty

Matt Tove, Josh Elledge, Audrey Ehrhardt Esq., Alan S. Gassman Esq. and Martin M. Shenkman Esq. May 13, 2020

A global pandemic reminds us that now is a time when clients need the services of trusts & estates, elder law and special needs attorneys more than ever. The urgency to address one’s estate planning needs has been felt by many. Some…

Roundtable

Practical Options for Estate Planners in Unexpected Times

Vanessa L. Kanaga Esq., Professor Gerry W. Beyer, Sandra D. Glazier Esq., Bruce Stone Esq. and Suzanne Brown Walsh Esq. Mar 25, 2020

The first quarter of 2020 has evolved into a challenging time for many, and while estate planning may not be top of mind for most people, it remains important for many of our clients and their families. In the current environment of social…

Roundtable

Courageous Conversations…Topics to Avoid at the Dinner Table, but Bring to the Conference…

Vanessa L. Kanaga Esq., Lori Anne Douglass Esq., Elizabeth Schwartz and Martin M. Shenkman Esq. Dec 12, 2019

As we make our way through the holiday season, we are reminded of the old adage about avoiding certain subjects such as religion, sex, and politics at the dinner table. Many of us know from experience how difficult it can be to discuss…

Roundtable

Wills in the Cloud – The Pros, Cons, and Inevitability of Electronic Wills

Vanessa L. Kanaga Esq., Professor Gerry W. Beyer, Sandra D. Glazier Esq., Bruce Stone Esq. and Suzanne Brown Walsh Esq. Aug 28, 2019

Four states now permit (or will in 2020) some version of an “electronic will,” and the Uniform Electronic Wills Act drafted earlier this year is likely to bring the concept to other states sooner rather than later. It appears inevitable…

Roundtable

The Balancing Act – Staying Upright When Dealing With Diminished Capacity

Vanessa L. Kanaga Esq., Elizabeth Q. Boehmcke Esq., Tina R. Green Esq., Scott M. Solkoff Esq and Todd Whatley CELA Mar 28, 2019

As lawyers, our primary obligation is to serve the best interests of the client. One way estate planners do this is by putting a plan in place to protect both the client and the client’s assets in the event of incapacity. In the ideal…

Practice Development

Estate Planning in an Online World

Vanessa L. Kanaga Esq., Betsy Ehrenberg, Dale Kaiser Esq., Lee Poskanzer and David Slonim Esq. Dec 12, 2018

Whether it’s a simple Facebook account, a library of online photo and video content, or a slate of online banking, investment, and credit accounts, nearly every estate planning client has some sort of online presence or digital footprint.…

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