Personal Effects

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other…

The time to address digital assets as part of your client’s estate plan may have begun to run out. We’ve all heard about digital assets, cryptocurrency and occasional lawsuits by family members against social media giants like Yahoo! and…

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.…

In today’s increasingly connected world, identity theft has become a serious problem.

The news is full of stories about celebrity estate planning disasters, whether triggered by the death of a famous person, or questions regarding a living celebrity’s mental or physical health. Controversy surrounding the estate plan – or…

With over 2.6 million deaths in the U.S. each year, family offices, wealth managers, loved ones and attorneys are often not prepared to effectively erase an electronic footprint and secure digital assets of the deceased.

This presentation will cover drafting options for specific bequests (sometimes called "pre-residuary gifts") in a will, revocable trust or joint revocable trust.

Ok, we live and learn. Jonathan has been administering estates for more than 35 years (old isn’t he?) and thought he kind of knew at least almost all there was to know about the basics of that task. But he has just learned in an estate…