Tag Archives: Estate Planning

ACTEC Wealth Advisor App Offers Powerful Planning Tool for Wealth Management Professionals

The American College of Trust and Estate Counsel (ACTEC) is a national association of leading trust and estate attorneys.  ACTEC contributes to the field of trusts and estates law through scholarship, teaching, and bar leadership activities.  BakerHostetler’s private wealth planning attorneys have a long and active history with ACTEC.  Recently, BakerHostetler’s participation helped with the … Continue Reading

Estate Planning Documents of Married Clients Should Be Reviewed

Authored by: Bob Brucken (Retired Partner) Estate plans for married clients typically provide first for the surviving spouse, in a manner that avoids estate tax at the first spouse’s death and minimizes that tax at the second spouse’s death.  This is often accomplished by including technical and often lengthy “marital deduction formula clauses” in the … Continue Reading

Tools for Digital Assets and Digital Information

 The popular media and estate planning commentators have raised the profile of “digital assets” as being an emerging area of importance as individuals undertake and review their personal estate planning.  This post describes how several existing, commonly utilized estate planning tools are well suited to the particular demands of planning for digital assets. First, for … Continue Reading