A timely & highly informational CLE program in the times of the coronavirus pandemic. Healthcare attorney & nurse Renee Mallet provides an overview on the key issues & terminology of advance care planning so attorneys can help their clients choose the best options for them and their families.
Trusts are very useful because they split the beneficial enjoyment of trust assets from their legal ownership. Irrevocable Trusts with appointed trust protectors are excellent vehicles for income tax planning and asset protection.
A professional Trustee and Executor, Marguerite Lorenz bases this CLE presentation on the life cycle of an estate plan and suggests ways for you to establish and maintain lasting relationships with your estate planning clients.
If you are in business… you will probably get sued. It’s just a fact in our litigious society. And although the law is a profession, lawyers run business and can also expect to be sued. Legal Malpractice Like most attorneys, you probably feel like there is no way you could ever be sued – until that process server shows up at…
One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame. Document…
What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients? What Is a Private Trust Company? A PTC is a state-chartered entity designed…
Our goal at Attorney Credits is to bring you the most current and relevant CLE programming that will make you a better attorney. We try to create about 4-8 new CLE course each month to constantly expand and diversity our CLE library. These are the latest CLE courses that we have added for Texas attorneys: Bankruptcy, Money Laundering and Terrorist Financing Digital…
A fiduciary is a person who assumes responsibility for a position of trust. Fiduciaries serve by court appointment as guardians, conservators and personal representatives of estates. They also serve by agreement as trustees, representative payees or as agents under powers of attorney. Many seniors choose to appoint a professional fiduciary in order to avoid burdening family members and to avoid creating conflict…
No one knows exactly how many firearms are owned by U.S. citizens – a reasonable estimate would put the number around 300 million. Yes, firearms ownership in our country is at an all-time high and is only trending higher due to increased participation in gun collecting and firearms purchases for self-defense and hunting – and don’t forget about all those “doomsday preppers”…
For the past several years, asset protection has been one of the fastest growing areas of law. Asset protection is also one of the most controversial areas of law because the goal is to shield assets from the reach of creditors. Properly implemented asset protection planning should be both legal and ethical and it should not be based on hiding assets or…
