Law Practice
Estate Planning
Our Law Office’s Facebook Page
Category Archives: Legal practice
THIS IS SERIOUS…
As Ming Ming on the Wonder Pets says (I am the parent of 2 toddlers), THIS IS SERIOUS…a ten year lookback period for MaineCare Planning, block grants (when the State’s money runs out, MaineCare eligibility runs out). The long-term care … Continue reading
Posted in Legal practice
Leave a comment
Clio is great but have you considered Actionstep?
I have been a Clio user for about 6 years but recently made the switch to Actionstep. http://www.actionstep.com. The move has been expensive, relatively, both in terms of cost and time, but we think in the long term the investment … Continue reading
Posted in Legal practice
Leave a comment
Electronic Wills Act – New Hampshire Senate Bill SB40 Scheduled for Hearing
SENATE BILL 40 AN ACT relative to electronic wills. SPONSORS: Sen. Bradley, Dist 3; Sen. Innis, Dist 24; Sen. Carson, Dist 14; Sen. Woodburn, Dist 1; Sen. D’Allesandro, Dist 20; Rep. Hunt, Ches. 11; Rep. Danielson, Hills. 7; Rep. … Continue reading
Posted in Legal practice
Leave a comment
Is Providing Successor Trustees with Guidance Beneficial?
I have never seen a trust drafted by another lawyer that attempted to provide guidance to a successor trustee but I have seem many successor trustees operating in the complete dark for years. Often the result is the failure to … Continue reading
Posted in Legal practice
Leave a comment
Revised Additional Instructions for Advance Health Care Directives
Sometime ago now I blogged about the importance of empowering clients to prepare additional instructions regarding their wishes that go beyond what traditional boilerplate Advance Health Care Directives and/or Living Wills provisions. Recently I undertook a significant revision of my … Continue reading
Posted in Legal practice
1 Comment
Are we there yet?
Planning takes time. Meaningful planning requires vigilance, doesn’t it? How do you as an estate planner maintain vigilance? Assuming the client wanted to patriciate, how would you meaningfully accomplish this? Would it be cost effective for the client? Would it be cost effective for … Continue reading
Posted in Legal practice
Leave a comment
Wills and Long Term Care Planning
When retirement assets are in play, planning for long term care concerns under a Will based plan can get complex. Sometimes visualizing the interplay between different planning strategies is helpful. LTC and Will PlanningLTC and Will Planning
Posted in Legal practice
Leave a comment
What does the Operating Agreement Say?
We interrupt our normal broadcasting to rebroadcast this interesting case law news flash! Can the provisions of an LLC Agreement avoid probate? Can it act as a Will substitute? What does the Operating Agreement Say? Courtesy of Alan Gassman and Chelsea … Continue reading
Posted in estate planning, Legal practice, wills and trusts
Tagged Business Plan, Estate Planning, legal practice
Leave a comment
Staying on Top of the Day
Staying on top of the day in a law practice can be difficult. There are always a number of tasks to attend to. I use a number of tools to try to manage my daily approach to practice as you … Continue reading
Thinking, Fast and Slow – By Daniel Kahneman
Thinking, Fast and Slow – By Daniel Kahneman (Nobel Memorial Prize in Economics winner for his development of prospect theory along with Amos Tversky) should be required reading in every law school. It has been out for several years, so … Continue reading
Posted in Legal practice
Leave a comment