Drafting is a mission-critical function for all law offices, especially offices that deal with trusts and estates, elder law, and business law. Your legal documents should capture your firm’s intellectual capital and set it apart from other competitors. While drafting methods have remained relatively unchanged for decades, the increasingly hypercompetitive legal market has forced attorneys to seek out and adopt new legal technologies to streamline their drafting processes. 

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade.

For many estate planning clients, retirement assets will be the largest asset they own at their death. Passing retirement accounts to intended beneficiaries requires special knowledge and careful planning.