For many remarried and blended families, a traditional “joint RLT” estate plan is often extremely challenging to design. With complex family histories, separate, commingled, and community property, and different planning needs (e.g. children from prior relationships), trying to capture all of the contingencies would be convoluted at best.

You want the crème de le crème working at your estate planning practice. How can you ensure that candidates really have what it takes to become great members of your team and enhance your firm? The process starts with their resumes and interviews, but it shouldn’t end there.

Some of your clients wish to leave part or all of their estate to charities dear to their hearts. Of course, this generosity also benefits donors through savings on income and estate taxes. As their estate planner, it’s your job to ensure the tools used are the most effective and tax-efficient.