CORE ESTATE PLANNING & WILL DRAFTING
- DRAFTING A SIMPLE WILL FROM START TO FINISH
- WRITING HOLOGRAPHIC AND HANDWRITTEN WILLS LEGALLY
- AVOIDING AMBIGUITIES: PRECISE LANGUAGE IN WILLS
- ADDING CONDITIONAL BEQUESTS AND SPECIAL INSTRUCTIONS
- REVOKING OR AMENDING A WILL THE RIGHT WAY
- HANDLING OUT-OF-STATE PROPERTY IN A WILL
- DIGITAL ASSETS AND PASSWORDS IN A WILL
- JOINT WILLS AND MUTUAL WILLS: RISKS AND BEST PRACTICES
- POUR-OVER WILLS AND REVOCABLE TRUST COORDINATION
- TESTAMENTARY TRUSTS: BUILDING PROTECTIONS INSIDE THE WILL
REVOCABLE & IRREVOCABLE TRUSTS
- CREATING A REVOCABLE LIVING TRUST STEP BY STEP
- CHOOSING BETWEEN REVOCABLE AND IRREVOCABLE TRUSTS
- FUNDING YOUR LIVING TRUST: TITLE TRANSFERS MADE EASY
- AMENDING OR RESTATING A REVOCABLE TRUST
- IRREVOCABLE LIFE INSURANCE TRUSTS (ILITS) EXPLAINED
- CHARITABLE REMAINDER & LEAD TRUSTS: TAX-SMART GIVING
- SPECIAL NEEDS TRUSTS: PROTECTING DISABLED BENEFICIARIES
- DYNASTY TRUSTS FOR MULTI-GENERATION WEALTH TRANSFER
- SPENDTHRIFT CLAUSES TO SHIELD HEIRS FROM CREDITORS
- DECANTING A TRUST: WHEN AND HOW TO MODERNIZE
ADVANCED TAX & WEALTH STRATEGIES
- ESTATE TAX BASICS: FEDERAL AND STATE RULES
- USING ANNUAL GIFT TAX EXCLUSION STRATEGICALLY
- GRANTOR RETAINED ANNUITY TRUSTS (GRATS) FOR HIGH NET WORTH
- INTENTIONALLY DEFECTIVE GRANTOR TRUSTS (IDGTS) EXPLAINED
- QUALIFIED PERSONAL RESIDENCE TRUSTS (QPRTS)
- FAMILY LIMITED PARTNERSHIPS AND TRUSTS
- GENERATION-SKIPPING TRANSFER (GST) TAX PLANNING
- CHARITABLE GIFT ANNUITIES AND DONOR-ADVISED FUNDS
- INCOME TAX PLANNING FOR TRUSTS
- USING TRUSTS TO REDUCE STATE INCOME TAXES
BUSINESS & REAL ESTATE INTEGRATION
- ESTATE PLANNING FOR SMALL-BUSINESS OWNERS
- USING BUY-SELL AGREEMENTS WITH WILLS AND TRUSTS
- FUNDING LLC MEMBERSHIP INTERESTS INTO A TRUST
- PROTECTING RENTAL PROPERTIES IN AN ESTATE PLAN
- TRANSFERRING REAL ESTATE WITHOUT PROBATE
- COORDINATING ESTATE PLANNING WITH 1031 EXCHANGES
- FAMILY FARM & RANCH ESTATE PLANNING
- VACATION HOMES & SHARED FAMILY PROPERTY TRUSTS
- INCORPORATING COMMERCIAL REAL ESTATE INTO LIVING TRUSTS
- SPECIAL ISSUES FOR CO-OWNED OR FRACTIONAL REAL ESTATE
FAMILY & SPECIAL SITUATIONS
- BLENDED FAMILY ESTATE PLANNING
- SECOND MARRIAGES AND PROTECTING CHILDREN FROM PRIOR RELATIONSHIPS
- PLANNING FOR MINOR CHILDREN’S GUARDIANSHIP
- PRENUPTIAL & POSTNUPTIAL AGREEMENTS IN ESTATE PLANS
- PLANNING FOR UNMARRIED OR SAME-SEX COUPLES
- ADDRESSING ESTRANGED HEIRS OR DISINHERITED CHILDREN
- CROSS-BORDER WILLS FOR INTERNATIONAL FAMILIES
- PROTECTING HEIRS WITH ADDICTION OR FINANCIAL INSTABILITY
- HANDLING PETS AND ANIMAL TRUSTS
- PLANNING FOR NON-CITIZEN SPOUSES
RETIREMENT & FINANCIAL ACCOUNTS
- COORDINATING BENEFICIARY DESIGNATIONS (401(K), IRA, ETC.)
- STRETCH IRA RULES AFTER THE SECURE ACT
- ROTH CONVERSIONS AS AN ESTATE PLANNING TOOL
- USING TRUSTS AS RETIREMENT ACCOUNT BENEFICIARIES
- HEALTH SAVINGS ACCOUNTS AND ESTATE PLANNING
- LIFE INSURANCE AS A WEALTH TRANSFER VEHICLE
- ANNUITIES AND ESTATE PLANNING STRATEGIES
- HANDLING STOCK OPTIONS AND RESTRICTED STOCK
- COORDINATING PAY-ON-DEATH AND TRANSFER-ON-DEATH ACCOUNTS
- SOCIAL SECURITY SURVIVOR BENEFITS AND WILLS
PROBATE & TRUST ADMINISTRATION
- STEP-BY-STEP PROBATE PROCESS FOR EXECUTORS
- DUTIES AND LIABILITIES OF TRUSTEES AND EXECUTORS
- AVOIDING PROBATE THROUGH PROPER TITLING AND BENEFICIARIES
- SUMMARY OR SMALL ESTATE PROBATE PROCEDURES
- DEALING WITH OUT-OF-STATE ANCILLARY PROBATE
- DEFENDING A WILL AGAINST CONTESTS AND CHALLENGES
- TRUST ACCOUNTING AND RECORD-KEEPING COMPLIANCE
- REMOVING OR REPLACING A TRUSTEE
- DISTRIBUTING PERSONAL PROPERTY AND MEMORANDUMS
- CLOSING AN ESTATE: FINAL ACCOUNTING AND TAX FILINGS
ELDER LAW & LONG-TERM CARE
- MEDICAID PLANNING AND IRREVOCABLE TRUSTS
- LONG-TERM CARE INSURANCE AND ESTATE PLANS
- PROTECTING THE HOME FROM NURSING HOME SPEND-DOWN
- DURABLE POWERS OF ATTORNEY AND HEALTH CARE DIRECTIVES
- LIVING WILLS AND END-OF-LIFE PLANNING
- GUARDIANSHIP AND CONSERVATORSHIP ALTERNATIVES
- SPECIAL PLANNING FOR INCAPACITY OR DEMENTIA
- VETERANS BENEFITS AND AID & ATTENDANCE TRUSTS
- USING QUALIFIED INCOME TRUSTS (MILLER TRUSTS)
- PROTECTING HEIRS FROM ELDER FINANCIAL ABUSE
LITIGATION & RISK PROTECTION
- CONTESTING A WILL: LEGAL GROUNDS AND TACTICS
- DEFENDING TRUSTS AGAINST CREDITOR CLAIMS
- USING NO-CONTEST CLAUSES EFFECTIVELY
- PRENUP CHALLENGES AND ESTATE IMPLICATIONS
- FIDUCIARY DUTY BREACH AND TRUSTEE MISCONDUCT
- MEDIATING FAMILY DISPUTES OVER ESTATES
- USING ARBITRATION CLAUSES IN TRUST DOCUMENTS
- HANDLING UNDUE INFLUENCE AND LACK OF CAPACITY CLAIMS
- TRUST PROTECTOR ROLES FOR ADDED OVERSIGHT
- MALPRACTICE RISKS FOR ESTATE PLANNING PROFESSIONALS
SPECIALIZED & CUTTING-EDGE TOPICS
- DIGITAL ESTATE PLANNING AND CRYPTOCURRENCY CUSTODY
- ESTATE PLANNING FOR INFLUENCERS AND DIGITAL BUSINESSES
- INTELLECTUAL PROPERTY AND ROYALTIES IN TRUSTS
- GREEN BURIALS AND ECO-FRIENDLY ESTATE PLANS
- PHILANTHROPIC LEGACY PLANNING WITH PRIVATE FOUNDATIONS
- LIFE SETTLEMENTS AND VIATICAL TRUSTS
- PRENEED FUNERAL & BURIAL TRUSTS
- INTERNATIONAL ASSET PROTECTION TRUSTS
- ESTATE PLANNING FOR HIGH-RISK PROFESSIONS (E.G., DOCTORS)
- BUILDING A FAMILY OFFICE WITH INTEGRATED ESTATE PLANNING