Publications
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12.2022Estate Planning for Authors, Estate Planning Volume 49, Number 12ArticlesA primer on the special estate planning considerations for clients who are authors or hold intellectual property rights and service agreements.
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08.08.2022Power of Attorney (WA)Articles
Practical Law Trust & Estates
A power of attorney for use by an individual residing in Washington to authorize a third party to manage the individual's property and financial matters. This Standard Document has integrated notes and drafting tips. -
08.03.2020IRS Clarifies Guidance Regarding Repayment of 2020 Required Minimum Distributions Taken in 2020Updates
Taxpayers are required to take minimum annual distributions, commonly referred to as required minimum distributions (RMDs), from their Individual Retirement Accounts (IRAs) and certain other defined contribution plans (e.g., 401(k), profit sharing, and 403(b) plans) beginning April 1 of the calendar year following the year they turn 72 years of age[1].
Presentations
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06.08.2021Estate Planning and Planned GivingSpeaking EngagementsMedic One Foundation