by GERRY W. BEYER Your client may own non-fungible tokens (NFTs) and ask you for estate planning advice. Would you be caught off-guard and give your client the classic “deer in the headlights” look? Obviously, that would not be prudent. To make sure this doesn’t happen to you, this article uses a FAQ approach to … Continue reading Non-Fungible Tokens: What Every Estate Planner Needs to Know
Author: Ryan Frant
Gerry W. Beyer
Governor Preston E. Smith Regents Professor of LawTexas Tech University School of LawLubbock, Texas https://www.depts.ttu.edu/law/faculty/g_beyer.php
Five Tips for Wealth Advisors: Protecting Clients with Diminishing Mental Capacity
November 9, 2021 ~ ANNA NOÉ-NORDBERG & RYAN FRANT By Charles R. Jacob III & Marshall D. Senterfitt An estimated 6.2 million Americans aged 65 and older are living with Alzheimer’s dementia in 2021, a number that is projected to rise to nearly 13 million by 2050.* In the U.S., trends show a larger portion of the population … Continue reading Five Tips for Wealth Advisors: Protecting Clients with Diminishing Mental Capacity
Marshall D. Senterfitt
Director – Goulston & Storrs P.C. (https://www.goulstonstorrs.com/marshall-d-senterfitt/) Marshall Senterfitt advises clients in litigating and resolving high-stakes trust and estate disputes, including: fiduciary duty claims;trust and will contests involving issues such as undue influence, lack of capacity, or fraud; andother probate and fiduciary litigation matters. In his practice, Marshall serves private individuals, trusts and trustees, and … Continue reading Marshall D. Senterfitt
Charles R. Jacob III
Director – Goulston & Storrs P.C. (https://www.goulstonstorrs.com/charles-r-jacob-iii/) Chuck Jacob is a litigator advising funds, investment and portfolio managers, real estate owners, lenders, mortgage servicers and high net worth individuals in complex disputes across the financial and real estate industries and in fiduciary matters. In his financial services litigation practice, Chuck asserts and defends claims for institutional clients, managers, executives and high net worth individuals involving … Continue reading Charles R. Jacob III
Melissa Langa, Esq.
Melissa Langa, Esq. is the managing shareholder of the Boston Massachusetts trusts & estates law firm of Bove & Langa, PC. Ms. Langa is an adjunct professor teaching estate planning in the Graduate Tax Program at Boston University School of Law. She is a Fellow of the American College of Trust and Estates Council (ACTEC). … Continue reading Melissa Langa, Esq.
Karen L. Witherell, Esq.
Karen L. Witherell, Esq. is a partner of the trust & estates law firm of Bove & Langa, P.C. in Boston, Massachusetts. Ms. Witherell is a contributing author to multiple books and publications as well as regularly lecturing on a large range of estate planning topics. In addition, Ms. Witherell teaches Estate Planning at the … Continue reading Karen L. Witherell, Esq.
Asset Protection: Is it the Right Rite of Passage for your Client (and for You)?
November 15, 2021 ~ RYAN FRANT & ANNA NOÉ-NORDBERG By Karen L. Witherell, Esq., Melissa Langa, Esq. As every estate practitioner knows, trends happen in estate planning just as often as they happen in all other aspects of life. Some days in our practice, we get the sneaking suspicion that all of our clients got together and … Continue reading Asset Protection: Is it the Right Rite of Passage for your Client (and for You)?
IRS Fails to Recognize Taxpayer Due Process Rights
By Kevin E. Packman The Treasury Inspector General for Tax Administration (TIGTA) conducted an audit for the time period of Oct. 1, 2018 through Sept. 30, 2019, to determine the manner in which IRS Collections issues IRS levies.1 The audit reported a number of problems. However, before reviewing the results from the TIGTA audit, it is … Continue reading IRS Fails to Recognize Taxpayer Due Process Rights
Wealth Strategies Journal 