Aaron LeClair
Navigating Change: Strategies for Amending or Terminating Irrevocable Trusts
By Aaron LeClair, Esq. In the realm of estate planning, irrevocable trusts have long been tools for asset protection, tax efficiency, and...
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PEPC Newsletter
A BLOG ABOUT ESTATE PLANNING
Erin E. McQuiggan, Esq.
- Jun 11
- 10 min
Countdown to the Sunset of the TCJA: Revisiting the Reciprocal Trust Doctrine
By Erin E. McQuiggan, Esq. and Kristina A. Miller, Esq. As every estate planning practitioner knows, the exemptions from federal gift,...
144 views
Neil Axler
- Mar 22
- 8 min
A Convergence of Calamities
by Neil F. Axler and Craig Stephanson Same Old Story: Now Is The Time for Planning with Real Estate Agents As we enter the 2024 new year,...
90 views
William Hussey
- Mar 22
- 8 min
AI: An Exciting New Tool for Estate Attorneys? Proceed with Caution!
by William C. Hussey, II, Esq. For my entire career, continuing technological advances have changed the way in which we interact with our...
46 views
Victor Levy
- Jan 5
- 10 min
AI in Estate Planning – Challenges and Opportunities
by Victor S. Levy, president, Levy Wealth Management Group, and Eric DeSouza, summer associate at Levy Wealth Management Group. In 1970,...
27 views
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