Artificial Intelligence (AI) has been making significant strides in various fields, including online marketing. This post aims to explain how AI can help you overcome online marketing challenges and succeed in this competitive space. Let’s dive in! What is AI and Why Does It Matter? Artificial Intelligence, or AI, refers to the simulation of human […]

The American Academy of Estate Planning Attorneys recently held its semi-annual Summit event in San Diego, October 5 – October 8, 2023. The Academy’s Summit is a semi-annual conference bringing the latest developments in Estate Planning and Elder Law to the many Member attorneys of the American Academy who live throughout the country. As is […]

Effective consultations are the cornerstone of a successful estate planning practice. Unfortunately, many attorneys fall into the trap of educating versus consulting. Educating is showing how much you know, whereas consulting is asking thoughtful questions to help you and your client better understand their needs and priorities. Whether you’re a seasoned attorney or just starting […]

Not too long ago, this blog explored the multiple lawsuits initiated by Katherine Feinstein, on behalf of her mother, Dianne Feinstein, the Senior United States Senator from California, Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I, Part II, and Part III.  The most recent lawsuit alleged the acts […]

Have you inherited your family’s photo collection? Is it overwhelming your life? What can you do to manage these photos, and how do you deal with the emotional baggage tied to all these things? Martie McNabb, a personal historian and founder of Show & Tales and Memories Out of the Box, has helped hundreds of […]

This blog usually focuses on ways to avoid litigation suggesting things like regular, open, and honest communication with beneficiaries, ensuring that your Estate Plan contains clear directives, naming a trusted individual to serve as Trustee, anticipating potential conflicts, inserting no-contest provisions, and updating your Estate Plan regularly. Those acts may prevent litigation; however, sometimes it’s […]

In the fast-paced realm of business, where decisions can often make or break an enterprise, it’s not just financial strategies and market insights that play a pivotal role. Echoing the centuries-old concept from the realms of morality and ethics, the cardinal sins find their way into the modern legal landscape, shaping the dynamics of success […]

An earlier blog examined “grantor trusts” and how they are an income tax issue, not an estate tax issue. Here’s a link to that prior blog, IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis. As the prior blog indicated, grantor trusts may be drafted so they are not included in […]

Attending an educational conference can be a game-changer for your personal and professional growth. Whether you’re headed to the Academy’s Fall Summit in La Jolla, CA, or any other conference, here are some valuable tips to ensure you make the most of your experience. Tip 1: Prepare in Advance Study the Agenda: Take the time […]

If you live or work in the Estate Planning universe, you have heard of Richard Blum, billionaire investment banker and late husband of Dianne Feinstein, the Senior United States Senator from California (“Dianne”). Anyone who follows the news needn’t look far to catch a headline regarding Dianne. Recent articles indicate that her daughter, Katherine Feinstein […]