The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference also included opportunities for networking and fun. Read on to learn more. … [Read more...] about Learning and Camaraderie at the Academy Summit
Blog
Using Disclaimers to Achieve Client Goals
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more. … [Read more...] about Using Disclaimers to Achieve Client Goals
Alzheimer’s Disease and Long-Term Care Planning
We have all heard of Alzheimer’s disease, but there are some facts about it that will probably surprise you. In the field of elder law, the most pressing matters are impacted by Alzheimer’s, so you should understand the facts when you are looking ahead toward the future. Unpleasant Reality Many people assume that Alzheimer’s disease strikes a relatively small percentage of the elder population, but the statistics tell a different tale. According to the Alzheimer’s Association, about 6 million … [Read more...] about Alzheimer’s Disease and Long-Term Care Planning
How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more. … [Read more...] about How to Dispose of “Stuff”
Pandemic Relief for Employers
The pandemic has been difficult for many of us, including some Estate Planning attorneys. Sometimes it’s difficult to follow all the news. But, there’s little-known pandemic relief for employers struggling from the pandemic. Read on to learn more. … [Read more...] about Pandemic Relief for Employers
