Financial planning for clientsBy John J. HoreledBusiness Advice and Financial Planning, June 2005It is very important for an attorney to obtain a general knowledge of financial planning for the best interests of the client.
Estate and gift tax updateBy Sarah Delano PavlikFederal Taxation, November 2002Split-dollar life insurance arrangements. There have been several recent developments in the split-dollar arena.
The estate planning gapBy John J. HoreledBusiness Advice and Financial Planning, November 2002My practice has always had an estate-planning component. At first I was a general practitioner who did estate planning.
Food for thought: estate planning for subsequent marriagesBy Babette L. BrennanFamily Law, June 2000Even in a first marriage, there is potential for a conflict of interest when an attorney endeavors to represent both the husband and the wife in their estate planning.
Package pricing for estate plannersBy Thorpe FacerTrusts and Estates, September 1999All of us want a profile practice that provides professional service to clients. We also want time with our families, vacations, the opportunity to pursue hobbies.