Summer 2013 (23:2)

Features

Taxation

Doing Well by Doing Good: How Senior Lawyers Can Maximize the Tax Benefits of Their Charitable Contributions

Bruce A. Mann

In an interview, Peter K. Maier, professor emeritus of Hastings College of the Law, speaks about tax-efficient support for charities and charitable ways to ameliorate the tax consequences of a high-income year.

Solo Practice

Getting Ready to Get Older as a Solo: Your Time, Money, Health, and Practice

Jay G. Foonberg

This article covers a few simple things a solo can do to prepare for retirement. Consider it a series of warnings about potholes ahead to be anticipated and, whenever possible, avoided.

Trusts & Estates

How to Avoid Guardianship (for Your Clients and Yourself!)

Lawrence A. Frolik

Being the subject of a guardianship is not what anyone should aspire to. Proper planning can largely eliminate the possibility.

Professional Development

Should They Stay or Should They Go? A Florida Snowbird Primer for New York Attorneys and An Introduction to Snowbird Issues Everywhere

Howard S. Krooks

New Yorkers have claimed Southeast Florida as the “Sixth Borough.” The New York-Florida connection raises a variety of complex legal issues that also arise for any dual-jurisdiction client.

Professional Development

Planning for Seniority: A Baby Boomer’s Playbook

Rosemary C. Byrne

This article is not so much about “retirement life planning” as it is about “senior life planning”—devising basic strategies to prepare for and “redefine what it means to be older.”

Columns

Elder

What Is Elder Law? A Blend of Law and Lives

Walter T. Burke

This is the last of our four-part series on issues dealing with elder law. Hopefully you will find information and insight that benefits you, your family, and your clients.

Professional Development

For Your Second Season of Service: A Guide

Edward J. Schoenbaum

My efforts this year have focused on the “second season of service,” and so I direct your attention to Rosemary C. Byrne’s excellent “Planning for Seniority: A Baby Boomer’s Playbook.”

Elder

Taking WING: Next Steps in Guardianship Reform

Erica F. Wood

Whither guardianship reform? Where do we stand? What can senior lawyers do? Let’s look at the outcome and implementation thus far of the 2011 Third National Guardianship Summit.

Ethics

Quiet Trusts: When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

Jay A. Soled

Quiet trusts have earned this moniker because their terms permit trustees to achieve the objective of keeping trust beneficiaries motivated by not disclosing the existence of the trusts.

Taxation

The American Taxpayer Relief Act of 2012

Sunjay S. Sterling

The fiscal cliff agreement was enacted amid volatile politics, and the debate over whether ATRA is a tax increase or cut continues. This article outlines some of its provisions.

Ethics

When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

Thomas E. Spahn

As lawyers consider “encore careers,” they should remember that some of the ethics rules will follow them wherever they go.

Experience Summer 2013

Investing by Seniors: Strategies for Avoiding Exploitation and Preparing for the Future

Features

Doing Well by Doing Good: How Senior Lawyers Can Maximize the Tax Benefits of Their Charitable Contributions

Getting Ready to Get Older as a Solo: Your Time, Money, Health, and Practice

How to Avoid Guardianship (for Your Clients and Yourself!)

Should They Stay or Should They Go? A Florida Snowbird Primer for New York Attorneys and An Introduction to Snowbird Issues Everywhere

Planning for Seniority: A Baby Boomer’s Playbook

Columns

What Is Elder Law? A Blend of Law and Lives

For Your Second Season of Service: A Guide

Taking WING: Next Steps in Guardianship Reform

Quiet Trusts: When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

The American Taxpayer Relief Act of 2012

When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

American Bar Association TM American Bar Association

Experience Summer 2013

Investing by Seniors: Strategies for Avoiding Exploitation and Preparing for the Future

Features

Doing Well by Doing Good: How Senior Lawyers Can Maximize the Tax Benefits of Their Charitable Contributions

Getting Ready to Get Older as a Solo: Your Time, Money, Health, and Practice

How to Avoid Guardianship (for Your Clients and Yourself!)

Should They Stay or Should They Go? A Florida Snowbird Primer for New York Attorneys and An Introduction to Snowbird Issues Everywhere

Planning for Seniority: A Baby Boomer’s Playbook

Columns

What Is Elder Law? A Blend of Law and Lives

For Your Second Season of Service: A Guide

Taking WING: Next Steps in Guardianship Reform

Quiet Trusts: When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

The American Taxpayer Relief Act of 2012

When Do the Ethics Rules Apply to Lawyers Not Acting as Lawyers?

Experience Magazine