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The Legal Intelligencer

How Life Events Can Affect Your Estate Planning Goals

For the most part, with a flexible estate plan in place there isn't always the need to revisit it too often. What does bring clients back to reevaluate their plans are "life event" changes. These can involve events such as marriage, divorce, the birth of children or grandchildren, the death or incapacity of family members or other individuals named in the documents.
7 minute read

Connecticut Law Tribune

'The Writing on the Wall Is Clear': Lawyers Step Into Fray Over Paul Newman's Intentions

"My hope would be that the foundation would wake up, and do the right thing here," lead counsel Andrew Lee said. "My expectation is that they're going to not do that, and try to fight this in court, probably on legal technicalities as opposed to addressing the merits of what Paul wanted."
4 minute read

The American Lawyer

Greenberg Traurig Poaches 3 Winston & Strawn Private Wealth Partners, Including Practice Chair, as Migration Spurs Demand

Practice leader William Doyle and colleagues Lawrence Kern and Eric Nelson have joined Greenberg's Chicago office as shareholders, the firm announced Monday.
3 minute read

New Jersey Law Journal

Why Lowenstein Sandler Was Barred From Representing a Client

An appellate court disqualified the Am Law 200 firm.
4 minute read

New York Law Journal

Former Baker McKenzie Attorney Disbarred in NY as Reciprocal Discipline for DC Misconduct

A former Baker McKenzie partner and senior counsel, who at one point oversaw the law firm's New York office, has been disbarred in New York state in a matter of reciprocal discipline from Washington, D.C., where he was accused of "reckless misappropriation" as counsel to and personal representative of an estate.
5 minute read

New York Law Journal

$19 Million for Lunch With Warren Buffett; Not Chopped Liver

What's the difference between a Buffett lunch for eight and a buffet lunch? That extra t in Buffett is going to cost you. But, how much after tax benefits?
6 minute read

Daily Business Review

Regulators Are Failing to Protect Elderly From Precious Metals Fraud Using 401K Accounts

Some of my clients have been completely devastated by frauds committed by precious metals brokers. Others have just lost a lot of money.
6 minute read

New York Law Journal

The Tax Traps of Decanting an Irrevocable Trust

Decanting is an invaluable tool for estate planners, as it can aid in modernizing a trust that no longer conforms to the intended wishes of the grantor, or contains stale trust provisions which would ultimately harm the intended beneficiaries.
7 minute read

Connecticut Law Tribune

Connecticut Court Awards $500 Million: Meet the Law Firm Behind the Victory

"The other defendants, who were mostly caught in the middle, ended up administrating a trust that they thought was legitimate," plaintiff counsel said. "They didn't have any reason to think it was fraudulent, but they still had to be involved in the case."
3 minute read

New York Law Journal

Stephen Hawking: Notarization by Mark and Notarization by Proxy

There is little statutory guidance in New York state for a notary who is attempting to notarize a document by mark for a disabled individual. This article looks at the legal quandaries that may arise with a client who cannot write out his or her name or is otherwise unable to sign a document and also addresses the idea of notarization by mark or notarization by proxy in New York state.
5 minute read

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