Tax Reimbursement Clauses - How to Incorporate Tax Reimbursement Clauses in Your Trust Managing Attorney, Yaser Ali, published a new article this week alongside renowned national experts, Martin Shenkman and Jonathon Blattmachr on Tax Reimbursement Clauses in the ABA...
estate planning
Islamic Estate Planning Lecture Series at Zaytuna College
Islamic Estate Planning - Theory and Practice Our Managing Attorney Yaser Ali is teaching a detailed six-part series over the next few months on Islamic Estate Planning with our former law clerk, Abdullah Qureshi, J.D., at Zaytuna College. These live-streamed programs...
Should I get a prenup?
Don't let love blind you, protect your financial future with a prenuptial agreement Prenuptial agreements, also known as premarital agreements or "prenups," are legal contracts that couples enter into before getting married. These agreements outline how assets and...
New Year, New Planning Opportunities
Trust us, your future self will thank you As the new year begins, it's a great time to reflect on the past and start planning for the future. One important aspect of this planning should be considering your estate and tax planning. Here are a few reasons why the new...
New Article – Religion and Estate Planning
Managing attorney Yaser Ali co-authored an article with attorney Martin M. Shenkman about the history of religion and estate planning in Thomson Reuters Estate Planning Checkpoint Journal. This article provides a historical analysis of the intersection of religious...
Wills v. Trusts – Top 3 Differences
Top Three Differences Between a Will and a Trust! A will and a trust are two of the most common tools for transferring wealth transfer after death. Most people are familiar with a will. They're quick, easy, and important to set up, but far less people are...
Anne Heche, Organ Donations, and Advance Directives
Anne Heche's Passing Actress Anne Heche passed away last week after sustaining critical injuries in a car crash. Heche came to prominence with roles in I Know What You Did Last Summer (1997), Volcano (1997), and Psycho (1998). She is survived by her sons, Homer and...
Retirement Accounts and Trusts
Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...
Trust Funding Guide
Funding a Revocable Living Trust A revocable living trust is a common and important estate planning tool that allows a person to consolidate ownership of their assets during their lifetime and ensure that they are distributed efficiently per their wishes upon death...
Drafting Advance Directives
What to Think About When Drafting an Advance Directive An advance directive refers to a document or set of documents that allow you to express your healthcare wishes if you were in a circumstance where you could not do so yourself. Types of Advance Directives One...