What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients? What Is a Private Trust Company? A PTC is a state-chartered entity designed…
A potential client walks into your office. She was walking down the street to her doctor’s appointment from her condo when she got her toe caught in the uneven sidewalk and fell hard on her chest. Because her arms were outstretched as she fell, her breast implants ruptured when she hit the cement. Does this person have a claim against the city?<br><br>…
Title IX of the Education Amendments of 1972 prohibits sex discrimination in educational institutions that receive federal funding. The principal objective of Title IX is to avoid the use of federal money to support sex discrimination in education programs and to provide individual citizens effective protection against discriminatory practices in schools that receive federal funding. Title IX issues include, but are not…
Many attorneys serve as trusted advisors to small (often family owned) business owners and entrepreneurs to ensure that their businesses thrive and grow. Their business, legal and practical guidance helps the business owner to protect and enhance the value of the business and when it’s time to sell help with exit planning. Counseling Business Owners on Valuation, Community Foundations and Life Insurance…
A wife is murdered in her own home. The husband claims he tried to stop the intruder but the large man over powered him and tied him up to a chair. But the wife’s Fitbit tells a different version of the story than the tale that the husband presents. As the police investigate the case and harness the digital information created by…
Retiring Baby Boomers will sell or bequeath $10 trillion worth of assets over the next two decades. And many of these assets are held in over 12 million privately owned businesses that will be changing hands over the next few decades. Exit Planning for Business Owners A recent survey by PricewaterhouseCoopers found that only about 27% of private businesses have done ANY…
Copyright protection has become incredibly important for content producers. In our new Digital Age, copyright protected content can be copied, pasted and distributed around the globe in seconds. However, there are many common myths associated with copyright protection, fair use and permission to use copyrighted works. Copyright Protection & Myths Are you guilty of telling one of your clients to put their…
We get extremely busy around the end of the year and through January. This is due to the fact that a number of states have December 31 deadlines and California has a January 31 deadline. Once we get through our super busy period, then we switch gears and start calendaring more CLE tapings for the new year. Well, it’s that time of…
We are all biased. There is no way around it. Bias has been hardwired into our brains during our species existence on this planet. Bias stems from a biological survival response triggered by a dangerous or stressful event where a split-second judgement is required as part of the flight or fight response. Unconscious Bias Unconscious biases are social stereotypes about certain groups…
There has been a recent trend in the last few years to place greater emphasis on how substance abuse and mental health issues affects attorneys and the clients they represent. The following specific personality disorders will be discussed: paranoid, schizoid, schizotypal, avoidant, obsessive-compulsive disorder, dependent, antisocial, histrionic, borderline and narcissistic. In this course, attorney Amy Allemann will address mental health and substance…