April – June 2024

Lots of 12/31/24 Deadlines! Crunch is Coming!

Checklist: Liabilities!

Recent Developments: 

• Modifying Irrevocable Trusts gets Riskier.
• Does the CCA Above Have Wider Applicability?
• Single Member LLCs May Not Get Charging Order Protection.

Planning Potpourri:

• Simple Obsession.
• Malpractice Insurance.
• Account Titles.