Publications

Explores how even the simple aspects of business, financial and estate planning can be frustrated by facts, interpretation, and misunderstanding. Are Incomplete Beneficiary Designations Effective? Must Wills Be Signed and Witnessed? Do Joint Bank Accounts Transfer to Surviving Joint Owner Upon Death? Does a Limited Liability Company Protect Your Assets from a Judgment Creditor? Are Real Property Transfers to Trusts Subject to Transfer Tax? Is Consideration Necessary to Create a Binding Contract? Can a Majority Shareholder Unilaterally Control His/Her Company? Can I Be Confident That a Choice of Forum Clause in My Agreements Means I Get to Litigate in My Home Forum?

Business Contracts: I Read the Fine Print... So Should You - on commercial contracts, purchase orders and more.

Understand the current tax law relative to retaining indirect control over assets, strategies for modifying existing irrevocable trusts, and the IRS's increasing concern about these strategies.

Learn about the rules affecting an applicant's ability to qualify for Medicaid as well as some of the basic planning techniques used to preserve assets and facilitate a client's Medicaid qualification.

Understanding Letters of Intent (LOI) in Business and Real Estate Transactions, and What Happens When Litigation Ensues

Understanding the most relevant considerations in planning for estates with assets below the federal estate tax exclusion amount and examining special issues that may arise.

Identifying issues involved with multiple marriages and blended families; proposing solutions through the use of various estate planning tools.

An overview of the key tactical, logistic and protective steps that should be taken immediately after you learn of adverse litigation.

Bankruptcy Basics: A Primer for Non-Lawyers. Strategies for debt collection, Types of bankruptcy, Proof of Claim, Creditors' Claims, Advantages & Disadvantages to Chapter 11.