Written by Kristina Schneider, MBA, and Yvonne Eckert, JD

 A question we hear all the time is whether to provide clients with drafts of their estate planning documents prior to execution. To help you weigh your options, let’s look at the pros and cons of sending drafts to clients before the signing meeting versus reviewing them with clients during the signing meeting. 

Written by  Kim Kamin, JD, AEP® (Distinguished) and Cynthia D.M. Brown, JD, STEP

Estate planning today involves more than just drafting technically sound dispositive documents. Clients increasingly want their estate plans to reflect their values, guide future generations, and anticipate evolving family structures. At the same time, trustees, particularly corporate fiduciaries, are administering long-term discretionary trusts under heightened scrutiny in complex regulatory environments.

In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From federal cases imposing increased tax liability for an asset transfer not made for a nontax purpose and reversing an administrative law judge’s denial of Supplemental Security Income disability benefits, to a Department of Justice opinion that certain federal employment discrimination guidelines are unconstitutional and a new Florida rule requiring certification of the accuracy of legal citations in court filings, read on to learn how these developments may impact your practice.