DOJ: Georgia Advisor’s Ponzi Scheme Was Likely Largest in State’s History
Todd Burkhalter of Drive Planning pleaded guilty to defrauding over 2,000 investors of $380 million, while using the funds for luxury purchases, such as…
Hightower COO Leaves Amid Continued C-Suite Changes
Hightower COO Michael DiBiasio has left the role after less than two years since joining from Morgan Stanley, according to regulatory filings.
Estate Planning for Clients Living With Chronic Disease
By leveraging best practices and resources, practitioners can protect vulnerable clients, support families and fulfill their professional responsibilities
PLR 202551024: The Estate Administration Exception to Self-Dealing Rules
A closer look at PLR 202551024.
Tax Affecting Pass-Through Entities Reviewed
Does the taxpayer win in Pierce provide further guidance?
Reflections From Our Modern Practice Board
Lessons learned, what’s changed and where modern estate-planning practice is heading.
What Does It Mean To Be Fair?
Two estate-planning attorneys give their views on the need for clients to treat their descendants equally.
Trauma-Informed Trust Administration
Help transform financial management into a supportive process.
Ten Lessons Learned From 35 Years in an Estate-Planning Practice
Building a successful boutique firm.