Asset Protection Benefits of Continuing Trusts
By Allison Voge
Elder Law,
October 2024
A beneficiary’s right to serve as, remove, and appoint a trustee and withdraw and distribute assets will impact the protection of trust assets.
Asset Protection Benefits of Continuing Trusts
By Allison Voge
Elder Law,
September 2024
A grantor may distribute property to a beneficiary outright or in trust. Outright distributions give the beneficiary complete control over the distributed property but do not offer the asset protection benefits of a continuing trust. However, a trust’s degree of protection largely depends on the beneficiary’s rights to serve as trustee, remove and replace a trustee, and make distributions.
Overcoming Solo Practice Challenges: An Elder Law Success Story
Elder Law,
September 2024
The path to law is often diverse, marked by individual motivations and experiences. For Kathleen Day-Seiter, known to many as Kass, her shift from social work to elder law felt like a natural progression shaped by a commitment to helping others. Along her journey, Kass discovered how embracing technology could not only support her mission but also transform her practice, making it more efficient and profitable.
Mastering Short Message Data: A Guide to Defensible Collection and Review
Legal Technology, Standing Committee on,
August 2024
The phrase “from documents to data” is quickly becoming cliché, however it is used so often because it is true. 91% of businesses report using at least 2 messaging apps and 66% of companies using Microsoft Teams say they also use Slack. Some studies predict short messages will outnumber email as the primary data source produced during discovery as soon as this year.
The Merging of Estate Planning and Elder Law
By Scott M. Solkoff
Trusts and Estates,
October 2020
Two major pressures are moving the practices of Estate Planning and Elder Law together. The dominant pressure is one of demand. Addressing these needs with the ethics and skills of an attorney are in high demand.
Estate Planning Attorneys are therefore looking to diversify their practices, address prevalent problems and preserve or increase their income streams.
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