The increasingly bumpy road into old age calls for humor to help smooth the ride and encourage baby boomers to plan ahead for end-of-life issues. Bette Davis often gets credit for the saying, “Old age ain’t no place for sissies.” The Kominsky Method shows how to age with humor. The award-winning Netflix TV series stars […]

Everyone who lived through September 11, 2001, shares a common experience. Although colored by our individual circumstances, we remember looking at the horrific images of destruction and misery and wondering why this tragedy occurred. Since that fateful day, Americans have flocked to churches, synagogues, mosques, and other places of worship seeking answers to questions regarding […]

Managing your firm’s finances can be a difficult task. There are a variety of different programs and utilities available, but it can be overwhelming to figure out which one will be the most beneficial for your firm. This short post will give an overview of the billing features available in Actionstep. First of all, for […]

There’s something about lawyers that evokes strong emotions. Perhaps it’s the glamorous depiction in television shows that focuses on high hourly rates, three-martini lunches, and luxury automobiles. Perhaps it’s the countless movies about attorneys operating outside the law. Perhaps it’s the media stories about disbarred attorneys or non-lawyers facing criminal charges. The foregoing examples contribute […]

As we approach the 2021 Fall Summit, the excitement of seeing everyone again is brewing! However, this anticipation does not exclude the question we all have on our mind; what precautions will we take given the ever-changing Covid regulations? Since the rise of the pandemic in Spring of 2020 we have executed three successful online […]

Ubiquitous access to the internet has made leaving a review easier than ever. A few keystrokes allow a disgruntled client, former client, or stranger to post a negative review on any number of sites: Martindale Hubbell, Avvo, Yelp, Google, etc. Many of these sites lack safeguards to ensure the truthfulness of the review and the […]

If only I had a dime for every attorney who’s told me “My search rankings are awful! I googled myself and didn’t come up on the first page,” I would be writing this blog while sitting on my own private tropical island. While I do understand the desire, I can’t be emphatic enough in telling […]

This third and final part of a three-part series discusses changes to an irrevocable trust using a trust protector. The first part explored Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification, and the second part reviewed Changing “Irrevocable” Trusts Through Decanting. While judicial and nonjudicial modification and decanting derive from state law, trust protector provisions originate from […]

Are your clients wondering what information they need to create a moving, memorable memorial service or funeral? They can use this handy checklist of questions to have answered BEFORE a loved one dies. Many of these questions are directed to “you,” but you can direct them to someone else. Have arrangements been made for cremation or burial […]

This second part of a three-part series discusses changes to irrevocable trusts using decanting.  The first part explored Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modifications, and the final part will review the use of a Trust Protector to modify an otherwise irrevocable trust. Unlike judicial and nonjudicial modification or the use of a Trust […]