Adding Right of Occupancy to a Revocable Living Trust

By WealthCounsel Staff on Jan 7, 2022 10:00:00 AM

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Family dynamics can change drastically when one member passes away. In particular, if a surviving spouse remarries, the question of what happens to the family home can make dynamics among the children and the new spouse even more complicated.

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Malpractice Insurance Company Must Defend Attorney Despite Exclusion Clause

By Jill Roamer, JD, CIPP/US on Jan 4, 2022 1:10:00 PM

Malpractice Insurance Company Must Defend Attorney Despite Exclusion Clause

Malpractice. The single word can send shivers down the spine of every attorney. Most attorneys have malpractice insurance to protect themselves and clients in the event the attorney makes an error. But how far does a malpractice insurance company have to go to defend the attorney? How does an exclusion clause affect the analysis? These issues were recently litigated in an Illinois appellate court.

Lisa died, leaving a last will and testament that named her two minor children as beneficiaries. Randy was appointed executor of the estate and he retained attorney Alan’s firm to represent him in the probate case. The probate court converted the case to supervised administration, whereas Randy could not pay Alan’s firm without prior court approval.

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Set 2022 Intentions for Your Law Practice

By Jill Roamer, JD, CIPP/US on Dec 28, 2021 1:32:00 PM

Set 2022 Intentions for Your Law Practice

Whether you believe in the Law of Attraction, meditation, a higher power, goal-setting, or just positive thinking (all of the above?), it would likely behoove you to set your intentions for the coming year. What are some professional goals that you want to achieve in 2022? How can you motivate yourself and your team to achieve these goals? While your firm probably has unique aspects that you should be mindful of, here is a good list to get you started.

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