Simplifying Complexity: When to Consider Merging Irrevocable Trusts
For estate attorneys, trust officers, and financial advisors, managing client portfolios often involves navigating the intricate landscape of trusts. It’s not uncommon to encounter clients who, for various reasons, have accumulated multiple irrevocable trusts over the years. This can lead to administrative burdens, increased costs, and unnecessary complexity.
The Law of Digital Resurrection: Emerging Challenges for Estate Planning
I attended a recent lecture by Victoria J. Haneman, Verner F. Chaffin Chair in Fiduciary Law at the University of Georgia School of Law, presented at the Philadelphia Estate Planning Council on September 18, 2025: “The Law of Digital Resurrection.” Professor Haneman’s research provides a critical framework for understanding how digital assets and “digital immortality” reshape estate planning.
The Hidden Value in Your Client,s Estate, Why Collectibles Can,t Be an Afterthought
You meticulously account for real estate, financial assets, and investments. But what about the art on the walls, the stamp collection tucked away in the study, or the vintage cars in the garage? These aren’t just “personal effects”; they are often valuable assets that, if overlooked, can create significant headaches for heirs and even jeopardize the integrity of the estate.
Testimonials
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They went above and beyond to help clear out my parent’s estate – and then sell it quite quickly! He is an excellent communicator and collaborator, sharing his expertise while allowing us to feel 100% about the whole process. His team is also highly professional and friendly. Thank you Chris for making what could have been a very difficult process, a kind and friendly one.
Gayle O.
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Chris did a great job marketing and selling our property. During most of the process we were either out of state or the country. Chris kept us informed through out.
John G.
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They did a great job handling the sale of my mom’s house when I was settling her estate. He was very knowledgeable about all steps in selling the property from researching the local market to settlement.
Tilio S.