Trust administration is something that every estate planning attorney will encounter sooner or later in their practice. To help you confidently serve your clients in the area of trust and...

Estate Planning Awareness Week is just around the corner. With so much going on this year — the coronavirus and the upcoming presidential election — now more than ever, attorneys...

When a client or a trust owns an S-corporation, practitioners and trustees must be mindful of the applicable rules and eligibility requirements set forth in 26 U.S.C. § 1361(b). With...

Stop spending needless hours collecting information and formatting reports for your trust administration clients. With Wealth Tracx™, you can quickly and easily create and modify a range of reports with...

In a postdeath trust administration, trustees, and attorneys counseling trustees, must recognize the importance of when, or more importantly, when not to distribute trust property. The trustee’s proper timing of...

COVID-19 has been a major disruptor in many law firms' operations. In order to comply with local shelter-in-place orders and federal social distancing guidelines, law practices will need to establish...