Heckerling Observations
The hot news at 2009’s largest gathering of estate-planning lawyers was not about the law...
The Jewish Clause
Most estate-planning attorneys come across clients who want to attach some sort of condition on gifts they make to descendants and other beneficiaries ...
Advising NFLers
Calling all advisors: NFL professional athletes need you—and the players association is holding “tryouts,” of a sort. ...
Stung by the Slayer Statute
You don’t often see states’ slayer statutes invoked. We encounter them only rarely in our practice, and when we do, it’s in cases that generally go unreported. ...
Bad Times for Charities?
Giving will continue but not quite as much—and certainly the form will change ...
FDIC Deposit Insurance In These Hard Times
The rules are trickier than you think. And the bailout package changed some—temporarily...
Economic Crisis Checklist
Here’s how trusts and trust-planning techniques may be impacted. And here’s what planners should be doing now...
A Final Win for the Lawyer of Erin Brockovich Fame
Even after the lawyer of Erin Brockovich fame was dead, he managed to win a case. ...
Defer Taxable Income or Accelerate Gains?
Do the math, and don’t panic—even if Obama wins...
Thoughtful Philanthropy
How a flexible tool, the charitable remainder trust, helped one wealthy man honor his daughter's memory...






