Practice Management

The estate planning and elder law fields need specific planning options geared at not just the legal documents but the aging and health care network that exists. Gone are the days when people seek out a “general practitioner.”  Today,…

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. …

It’s been more than 30 years since the Patient Self Determination Act codified the use of advance directives in hospitals and other medical facilities. While traditional advance directives still serve an important role for your clients,…

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question – some attorneys will schedule an in-person conference or an online…

The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements. While this has been the subject of considerable discussion among employment and corporate attorneys, similar attention has yet to be given to this…

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process.  Those features are often not evident “out of the box,” since it takes a bit of time to get used to drafting in a…

The list of things they teach you in law school is long. We know how to read a case, how to draft a brief, and how to craft an argument. We know how to issue spot. We know how to “think like a lawyer”. The list of things they don’t teach…

I was new to estate planning in the early nineties, and I was reminded recently that even though it may seem like the nineties were ten years ago (and it truly does, to me), they were thirty years ago.  Some of you reading this were born in…

I am fortunate to be in a position that affords me access to other attorneys grappling with this subject and people with technical backgrounds who have a good understanding of current and developing AI technology. Although I am not an…

The Corporate Transparency Act (the "CTA") requirements come into effect beginning on January 1, 2024 and the reporting compliance will touch millions of Americans.  Lawyers in many different practice areas, including estate planners and…