Document Retention for the Modern Trusts and Estates Practitioner
By: David A. Bamdad & Christopher J. Clarke
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Trusts & Estates Articles
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A Tale of Two Generations – How a Millennial and a Gen Xer view their law practice.
New estate-planning attorneys may see the practice differently from those who’ve been out a while. Here are the perspectives of one recently admitted attorney (Joy
Safe and Secure – Some constants in an unstable world
Rapid everyday advances in technology, medicine and commerce will continue to affect federal and state laws, family dynamics and the way we must practice to keep up with all
Trusts & Estates: Educating Clients Before It’s Too Late
Avi Z. Kestenbaum shares his thoughts on accomplishing a complex mission.
Trusts & Estates: Beware of Hidden Dangers When Taking On New Clients
Avi Z. Kestenbaum and Jason J. Smith address practical and ethical considerations.
Webinar: “Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules”.
Live Broadcast on October 20, 2017 This webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring
Article: “Non-Charitable Purpose Trusts: Past, Present, and Future,” 51 Real Prop. & Est. L.J. 321 (2016)
This interesting article is a good read for all trusts and estates would-be scholars, from law students to practicing attorneys, as it hits the heart of what’s a
Digital Article: Too Busy To Die
“Separation is very important,” Kestenbaum said. “Don’t tie these people together. Utilize neutral persons in roles if there is a concern with disputes. If there are multiple parties involved with competing interests, then perhaps a neutral party should be the one overseeing the estate. And if it’s not a neutral party, put it in dispute resolution. So if there is an argument or a dispute, there could be provisions in the documents to decide how the disputes are resolved.”
Trusts & Estates: Don’t Be Afraid of Questions
An article by Avi Z. Kestenbaum. January 2017