Publications

This issue discusses intentionally defective grantor trusts, the seven deadly estate planning sins, the benefits of converting to a Roth IRA, addressing pets in estate plans, and managing nonprobate assets.

This issue focuses on estate planning for married couples where one spouse is not a U.S. citizen, drafting a letter of instruction, kiddie tax, the pitfalls of waiting too long to transfer ownership of a life insurance policy, and incorporating charitable giving into your estate plan.

Tom Lerner explains how medical practices should address new changes to the law regarding covenants not to compete.

The August/September issue of Insight on Estate Planning covers protecting your will from legal challenges, guardianship, buy-sell agreements, the best place to set up a trust, and the responsibilities that come with being a Trustee.

The June/July issue covers charitable remainder trusts, alternate valuation dates for asset valuation, foreign account recording requirements, formal funeral arrangements, and eco-friendly alternatives to traditional burial.

Mat Harrington and Jr Cuevas were co-authors of this article that appeared in the Spring 2019 edition of the WSBA's Indian Law Newsletter.