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Rashad Wareh, of Kozusko Harris Vetter Wareh LLP, has published an article in the August issue of Trusts & Estates Magazine. The article addresses the new Dodd-Frank Wall Street Reform and Consumer Protection Act ("the Act") and the new regulatory...

Continue reading "Rashad Wareh: Financial Reform Knocks on the Family Office Door"

New Trend of Risk Averse Young

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WSJ's Robert Frank blogged on The Wealth Report recently how Young, Affluent Investors Feel Burned reporting on a recent poll of 1,000 investors with $250,000 or more in invested assets.  The survey found that 18-34 year-olds were about as risk...

Continue reading "New Trend of Risk Averse Young"

Steve Akers, Associate Fiduciary Counsel, Bessemer Trust, provides the following summary of Ludwick v. Commissioner, T.C. Memo. 2010-104 (May 10, 2010): The court addressed the valuation discounts for undivided 50% interests in a Hawaiian vacation home. Judge Halpern determined the...

Continue reading "Steve Akers' Summary of Ludwick v. Commissioner, T.C. Memo. 2010-104 (May 10, 2010)"

Your ABA has an article discussing ethical considerations that arise when employing new technologies in legal marketing.Posted by Wesley J. Bailey, Associate Editor, Wealth Strategies Journal....

Continue reading "Marketing Using Web 2.0 Technologies Raises Ethics Concerns and Questions"

You might want to check out the April issue of Your ABA which has an article titled "Eleven Things That Annoy Clients the Most."Posted by Wesley J. Bailey, Associate Editor, Wealth Strategies Journal....

Continue reading "Eleven Things That Annoys Clients the Most"

The ABA Journal, in an article titled "Lawyer Warns of Blogging Burden, Even as Top Law Firms Embrace It," highlights the warnings of one burnt-out attorney blogger.  Kevin O'Keefe began blogging in October 2006 but quickly learned blogging was a...

Continue reading "ABA Journal: Lawyer Warns of Blogging Burden, Even as Top Law Firms Embrace It"

The ABA Journal, in an article titled "Does Connecticut Hate the Net?: State is a battleground for online legal services," reports on a legal referral system that has raised ethical concerns.  The system, Total Attorneys, provides contact information of potential clients to...

Continue reading "ABA Journal: Does Connecticut Hate the Net?"

The ABA Journal, in an article titled "Get Your Head in the Cloud: Despite ethics questions, law firms are storing client data on the Net," reports on the use of cloud computing technology to store client data online.  Cloud computing offers firms the...

Continue reading "ABA Journal: Get Your Head in the Cloud"

Planning to Practice into Old Age?

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The ABA Journal reports that many lawyers do not believe that early retirement is an option.  Citing retirement benefits and just the pure love of the job, many lawyers are not retiring and in fact, leaving firms like Arnold &...

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The ABA Journal reports that due to the recession in the third quarter of 2009, recruiting numbers by U.S. firms on law school campuses have plummeted.  However, NALP's Executive Director James Leipold suggests that the worst is behind us, and...

Continue reading "Summer Associate Offers Hit 17-Year Low"

McGuireWoods LLP has published a news update entitled "Anti-Money Laundering Compliance: Treasury Department Expands Information Sharing Program."  The news update notes that the Financial Crimes Enforcement Network ("FinCEN"), a bureau of the U.S. Treasury, has issued new regulations that allow...

Continue reading "McGuireWoods LLP Article: "Anti-Money Laundering Compliance: Treasury Department Expands Information Sharing Program""

Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, and Kimberly Sias, J.D. Candidate at Texas Tech University School of Law, have published an article entitled "What Estate Planners Need to...

Continue reading "Gerry W. Beyer and Kimberly Sias: "What Estate Planners Need to Know About the Revised Uniform Anatomical Gift Act""

Alison L. Slater, J.D. candidate, Quinnipiac University School of Law, has published a note entitled "Inconceivable Consequences: Why the Recent UPC Amendments Were Correct to Reject a 'Consent in a Record' Requirement," in the Quinnipiac Probate Law Journal.  According to...

Continue reading "Alison L. Slater: "Inconceivable Consequences: Why the Recent UPC Amendments Were Correct to Reject a 'Consent in a Record' Requirement""

According to the Wills, Trusts, & Estates Prof Blog, "The January 2010 edition of The Estate Analyst is comprised of an article by Robert L. Moshman (attorney and writer) entitled Predictably Unpredictable; Estate Planning for 2010. The introduction to the...

Continue reading "Robert L. Moshman: "Predictably Unpredictable; Estate Planning for 2010""

Alyssa A. DiRusso, Associate Professor, Samford University Cumberland School of Law, has published an article entitled "The Dynamics of Wills and Demographic Status," in the Quinnipiac Probate Law Journal.  The following is an abstract of the article:"In this Article, I...

Continue reading "Alyssa A. DiRusso: "Testacy and Intestacy: "The Dynamics of Wills and Demographic Status""