By Lisa C. Henry & Francis J. Rondoni Chestnut Cambronne PA Minneapolis, Minnesota1 2 With the recent trend to sue anyone and everyone, practitioners should be aware of potential liability for their client’s acts. Along with claims for malpractice, courts are coming around to considering a legal practitioner being liable for his or her role in … Continue reading What Do You Mean I Cannot Take that Money? Duties, Responsibilities, and Ethics for Fiduciaries and the Attorneys Who Advise Them
Author: Jaclyn Lee
Elizabeth C. Henry
lhenry@chestnutcambronne.com Experience Elizabeth (Lisa) Henry is a partner at Chestnut Cambronne who specializes in the areas of civil litigation, commercial litigation, elder law, estate and trust litigation, guardian and conservatorships, and business representation. She graduated Phi Beta Kappa from St. Catherine University and went on to earn a Master of Arts in Organizational Leadership before … Continue reading Elizabeth C. Henry
Francis J. Rondoni
Francis J. Rondoni (Frank) is a Partner and Shareholder at the law firm of Chestnut Cambronne PA, in Minneapolis, Minnesota. Mr. Rondoni has been a trial attorney and litigator for more than 38 years, practicing in the areas of Civil Litigation, Estate Litigation, Class Actions, with emphasis on Estate Litigation. Mr. Rondoni has also been a … Continue reading Francis J. Rondoni
Why Can’t My Brother-In-Law Bob Be the Executor of My Estate?
CONSIDERATIONS INVOLVING FIDUCIARY SELECTION By Stuart C. Bear Chestnut Cambronne Minneapolis, Minnesota 1 2 Fiduciary selection is crucial to the success of an estate and disability plan. Even a great plan can go awry if a fiduciary fails to uphold his or her fiduciary duties or fails to follow the terms of the Will or Trust. Add family … Continue reading Why Can’t My Brother-In-Law Bob Be the Executor of My Estate?
Stuart C. Bear
Stuart C. Bear is a lawyer and the President of Chestnut Cambronne PA and holds a national reputation for providing the highest level of succession planning services for individuals and businesses. His practice specializes in wills, trusts, disability planning, powers of attorney, living wills, asset protection, and Medical Assistance planning. Stuart received his B.A. from … Continue reading Stuart C. Bear
Art Crimes and Misdemeanors: Managing Risk in Estate Administration and in Appraisals of Stigmatized Art
By Sarah Moore Johnson, Esq. & Cindy Charleston-Rosenberg, ISA CAPP Misattributed and other forms of stigmatized artwork lurking in important estate collections is far more pervasive than generally appreciated by fiduciaries. If overlooked during the appraisal process, misattributed and unattributed works may result in significant wealth loss through overpayment of tax liability or depressed sale … Continue reading Art Crimes and Misdemeanors: Managing Risk in Estate Administration and in Appraisals of Stigmatized Art
Cindy Charleston-Rosenberg
Cindy Charleston-Rosenberg, ISA CAPP Art Appraisal Firm LLC and ISA Private Client Services Group Cindy Charleston-Rosenberg ISA CAPP, President of the Art Appraisal Firm, brings more than twenty-five years of art market experience to the appraisal and management of important collections of American art. A member of the Appraisal Foundation's Board of Trustees, and a past … Continue reading Cindy Charleston-Rosenberg
Sarah Johnson
Sarah Moore Johnson, Esq. Birchstone Moore LLC Sarah Moore Johnson is a founding partner of Birchstone Moore LLC, a boutique law firm focusing on estate planning and estate administration. Mrs. Johnson is a leader in the Washington, DC estate planning community, serving in leadership roles within the DC Bar and as a Board Member and now … Continue reading Sarah Johnson
Successfully Moving to a Zero or Low Tax State
By Mark Klein & Dan Kelly If you have ever moved, you know it’s not easy! The same can be said about changing your domicile. Tax Departments are aggressive and thorough in their pursuit of taxpayers who claim to move, and taxpayers who are not focused on the most important actions, primary factors, and who do not … Continue reading Successfully Moving to a Zero or Low Tax State
Mark S. Klein
Mr. Klein, Chairman of the Firm, concentrates on New York State and New York City tax matters. He also has over 35 years of experience with federal, multistate, state, and local taxation. Mr. Klein splits his time between the Firm's New York City and Buffalo offices. Mark taught courses on state taxation and tax practice and … Continue reading Mark S. Klein
Daniel Kelly
Daniel Kelly is a senior associate in Hodgson Russ's tax practice area. Daniel counsels corporations and individuals on a wide range of tax matters, with a focus on New York state, New York City, Florida, and multistate tax planning and controversy. Daniel is licensed in New York and Florida, and can be reached at 716-848-1561 … Continue reading Daniel Kelly
Ethical Issues in Representing a Client with Diminished Capacity
By Howard S. Krooks, Esq., CELA, CAP, Partner at Elder Law Associates PA Attorneys often encounter working with clients who have declined physically and/or mentally, which is known in legal parlance as diminished capacity. However, the law assumes that every person has legal capacity unless and until a court has determined otherwise. The American Bar Association … Continue reading Ethical Issues in Representing a Client with Diminished Capacity
Howard S. Krooks
Howard S. Krooks, Esq., CELA, CAP - Partner HKrooks@ElderLawAssociates.com Howard S. Krooks, a partner of Elder Law Associates PA with offices throughout Southeast Florida, is admitted to practice law in New York (1990) and Florida (2004). Mr. Krooks is Of Counsel to Amoruso & Amoruso, LLP, in Rye Brook, New York. He splits his time … Continue reading Howard S. Krooks
Emerging Issues for the Family Office
From taxation complexity to cyberthreats, what are today’s top concerns? By Randy Abeles, Tax Partner, RSM US LLP Family offices come in all shapes and sizes and the differences from one to another can be vast. And, yet family offices have common challenges—and opportunities—especially in today’s dynamic business environment. From addressing the complexities of taxation … Continue reading Emerging Issues for the Family Office
Randy Abeles
Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. … Continue reading Randy Abeles
The Practice of Law or Not the Practice of Law, That is the Question
By Virginia H. Grigg This material was originally prepared for and presented at the Connor-Zaritsky 40thAnnual Advanced Estate Planning and Administration Seminar sponsored by Virginia CLE. As attorneys, we do not have to worry about engaging in the unauthorized practice of law (UPL) because we are licensed to practice law in our given jurisdictions. However, we have … Continue reading The Practice of Law or Not the Practice of Law, That is the Question
Virginia H. Grigg
Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA 23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates. Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg
Resolving Tax Debts is Easy: It’s All About the Process
By Eric L. Green, Esq. Taxpayers often become frustrated and scared when dealing with the IRS on a back tax debt.In reality, however, resolving a tax debt is reasonably straightforward and can save taxpayers from unnecessary distress. A statutory lien is normally issued after tax returns are filed and payments must be arranged by the … Continue reading Resolving Tax Debts is Easy: It’s All About the Process
Eric L. Green
Eric L. Green is a partner with Green & Sklarz, a boutique tax firm with offices in Connecticut and New York. The focus of Eric’s practice is civil and criminal taxpayer representation. Eric is a past-chair of the Connecticut Tax Bar and a Fellow of the American College of Tax Counsel. He has the weekly Tax … Continue reading Eric L. Green
The Virtual Family Office and Personal Financial Planning
By Susan M. Tillery Many consumers, as well as professional advisers, continue to think of personal financial planning as a tool to gather assets under management (AUM) or to sell products; however, CPA personal financial planners have developed a fee-for service model which offers integrated personal financial planning without AUM or product sales. This model embodies … Continue reading The Virtual Family Office and Personal Financial Planning
Wealth Strategies Journal 