Essential Steps After Finishing the Estate Plan Part 1 - Pre-mortem Planning
John J. Reddy Jr. and Marc S. Bekerman
An attorney prepares an estate plan based on the client’s assets and desired dispositions. This estate plan often has numerous considerattions including taxes, asset protectiion and business succession. Many times an estate planner creates trusts, partnerships, and other entities to reach the desired result. In this issue, the authors review the steps to be taken after entity creation, but before the client’s death, to effectuate the estate plan and optimize the result for the client and his or...