Publications

Nonprofit fundraising tips, including ensuring you are properly exempt, registering with the state attorney general's office, sending donation acknowledgements, having a gift acceptance policy, and knowing the different types of funds.

The MaxProtect Plan uses ordinary tools to produce extraordinary asset protection and tax savings, so it is a must-consider plan for all businesses and those leaving gifts to children and/or grandchildren.

Basics on identity theft - what it is, how it happens, and new or expanded threats. Warning signs of identity theft are also reviewed.

Learn how the 2017 Tax Cuts and Jobs Act affects business planning and business agreements.

Many passwords are too predictable and follow similar patterns. Use leetspeak, unrelated characters and unfamiliar patterns to strengthen passwords.

Learn how to preserve your best investment with a family corporate governance model, using professional management and independent directors.

The U.S. Equal Employment Opportunity Commission (EEOC) issued two technical assistance documents on August 5, 2020, addressing accommodation issues under the Americans with Disabilities Act (ADA) for employees who use opioid medications or may be addicted to opioids.

Types of elder abuse with respect to financial scams, fraud and identity theft. Tips for protections and prevention of elder financial abuse.

Brief overview of, and issues of privacy and security in cloud computing. Top 12 Current Cloud Security Threats.

Highlights the major issues to consider when acting as trustee for yourself or someone else, including living trusts (revocable trusts) and irrevocable trusts, trust administration issues, and more.

Reviews the definition, types, uses and funding of grantor trusts. Specific provisions are reviewed, as well as drafting tips and tax implications.

What to consider when buying or selling a business, including research & preparation, deal structures, price considerations, payments, due diligence, closing & settlement, and more.

The assets of a business can be purchased out of bankruptcy, free and clear of liens, as a going-concern or in-bulk, even after the business has been terminated.

Discusses "rainy day trusts" or spousal lifetime access trusts (SLATs) and why many spouses should consider nonreciprocal lifetime credit shelter trusts.

Explains the formal estate administration (probate) process and typical methods used to avoid it; discusses benefits, limitations and drawbacks of probate avoidance.