Six Big Mistakes When Choosing an Associate Attorney

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Although attorneys are trained in the technical aspects of the law, we haven’t been taught how to run a successful business, often relying upon trial and error as costly teachers. In the process of building my own practice, I have made each and every one of the following mistakes when hiring associate attorneys, so I am speaking to you from experience. Mistake #1: Focusing mainly on the associate’s law school, credentials, experience and technical expertise. As…

My Three Sons – Planning for Children of All Ages

By Alan S. Gassman J.D., LL.M. (Taxation), Florida State Bar Certified Specialist in Wills, Trusts & Estates, AEP (Distinguished) In the 1960’s sitcom, My Three Sons, Fred MacMurray played the thoughtful and patient parent of three adolescent and teenage boys, who learned many interesting lessons living a wholesome life in suburban American. Parents with children of all ages need guidance in a number of areas that are typically not mentioned during an estate or financial planning meeting. The planner who brings up the discussion points set forth below will certainly be providing his or her clients with better tailored planning…

Technique of the Month: Decanting to Remove a Mandatory Income Interest

Download Printable Article By Steven J. Oshins, Esq., AEP (Distinguished) Trust decanting is the act of distributing assets from one trust to a new trust with different terms.  Just as one can decant wine by pouring it from its original bottle into a new bottle, leaving the unwanted sediment in the original bottle, one can pour the assets from one trust into a new trust, leaving the unwanted terms in the original trust. Which States Allow a Decanting to Removing a Mandatory Income Interest? There are now 25 states that have decanting statutes.  Of the 25 states, only six of…

Ten Tips for Boosting Office Morale

Download Printable Article By Kristina Schneider, Executive Assistant With all that’s going on right now in the world, office morale may be down.  A lot of people are uneasy with change and the potential changes to come.  A lot of people have differences of opinions and, even if you do whatever you can to keep that from impacting the overall environment in your office, morale in your office may be taking a hit. However, boosting office morale is not always on the top of the priority list for many business owners—and I’m here to tell you that it should be! …