A Guide to Fiduciary Selection by Gerry W. Beyer

Professor Gerry Beyer has published his article, A Guide to Fiduciary Selection, which is available for download.  The abstract reads as follows:

Your clients must exercise great care in selecting fiduciaries such as executors, trustees, and agents. These decisions may affect the client and the client’s family members for many

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Cautionary Tales for POAs

Although powers of attorney (POAs) are an incredibly popular option for many people planning for the twilight years of their lives, the New York Times reports that in many cases POAs do not provide the best solution, partly because of their ubiquity.  Legal professionals have stated it is not at … Continue reading

Keeping up with Technology: Solo and Small Firms

At a recent conference in Minnesota called “Strategic Solutions for Solo and Small Firms,” the topic of conversation was technology. The increasingly impersonal nature of everyday transactions requires attorneys in smaller firms to be increasingly versatile in their approach.  As sophisticated software used for legal matters such as estate planning … Continue reading

The Investment Advice Price Wars

Although many who seek investment advice and wealth management services may be tempted to steer their funds towards big names, traditionally associated as discount brokerages, fees offered by firms like Fidelity, BlackRock, and Merrill Lynch are increasingly viewed as incongruous, particularly given the amount of service provided, especially for smaller … Continue reading

Article: Digital Estate Planning

Below is an abstract of Kathleen Farro’s recent article entitled, “The ‘Digital First Sale Doctrine:’ A Necessary Piece of the Digital Estate Planning Puzzle:”

As technology advances, the aspects of our lives that are played out in the digital realm, both personal and professional, are ever-increasing. We conduct our banking

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Ten Fun FATCA Facts

As the Foreign Account Tax Compliance Act (FATCA) is finally coming into full effect, the implications for Americans, and to a much greater extent, for the rest of the world, are vast.  Its reach, which requires foreign banks to identify Americans with accounts holding over $50,000 (or face being frozen … Continue reading

Letters Non-Testamentary by Deborah S. Gordon

Deborah S. Gordon has published an article, “Letters Non-Testamentary” in the Kansas Law Review, which is available for download on SSRN.  The abstract reads as follows:

 

Letters written in anticipation of death, so-called “last letters,” appear frequently in American case law, especially when inheritance is at issue. One common

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