(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Doing Good While Doing Right by Your Client
Richard C. Mills - Probate & Property
Alternative Litigation Finance, Part 2
Robert Barton and Wendy Walker - Probate & Property
Social Security Retirement Benefit Options
Steven A. Brand, David G. Freitag, Ron R. Robinson, and Bruce A. Tannahill - Probate & Property
Formula Clauses: Are Two Donees Better Than One?
Paige K. Ben-Yaacov - Probate & Property
Sales and Donations of Self-Created Art, Literature, and Music,
Joel S. Newman - Pittsburgh Tax Review
Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Does Portability Create a Property Interest? -- 12/09/2013
Planning For Retirement -- CFPB
This online tool to help is designed to help consumers approaching retirement make an informed decision about when to claim their Social Security benefits.
Variable and Indexed Annuities in QLACs -- American Society of Actuaries
This November 6, 2015 letter from the American Society of Actuaries urges Treasury to permit the use of variable and indexed annuities in qualified longevity annuity contracts.
FINRA Regulatory Notice 15-37
This Notice, on the topic of Financial Exploitation of Seniors and Other Vulnerable Adults, summarizes proposed rules that would permit financial firms to contact a non-account holder or to place a temporary hold on disbursements of funds or securities where there is a reasonable belief of financial exploitation of a senior or other vulnerable adult. Published October, 2015
Tax Return Preparers: Data Thefts and Protecting Client Tax Information -- IRS
The Internal Revenue Service reminds tax return preparers that they are prime targets for identity thieves who seek data to use on fraudulent tax returns.
Adult Protective Services: What You Must Know
This 2-page document provides a concise explanation of APS, reporting, FAQs and client protections.