Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as a death knell to using U.S.-based domestic asset protection trusts, known as DAPTs ...

"Dear John (insert your company name here), We are terminating our contract with you ... " And so begins the "Dear John" letter of client relationships. Every now and then we need a reminder that our ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

Maryland’s Court of Appeals has indefinitely suspended a Virginia-based lawyer who sent an “antisemitic and highly offensive” letter to a client she was representing in an employment discrimination ...

Vendors sometimes get exposed to trade secrets of a particular company and because of this, the hiring company adds a non-compete clause to its service contract with the vendor. The verbiage will ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

I do not need to read how the number of cases lodged against brokers for professional negligence or malpractice is growing, although I have read such stories. I see this reality as I speak to brokers ...

Now is a good time to tell your clients how to substantiate their charitable gifts on their 2013 federal income tax returns—due by April 15, 2014. Strict, detailed and overlapping substantiation ...