Planning for the SECURE Act

February 3, 2020 - Joshua K. Crawford

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series...... Read More

Estate Planning, legal education

Tax Planning for 2020

January 2, 2020 - Joshua K. Crawford

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early...... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third...... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 5: How

December 2, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning....... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning, legal education

Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second...... Read More

Estate Planning, legal education

Continuing Legal Education in San Diego

November 1, 2019 - Joshua K. Crawford

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 2

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read...... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 4: Where

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning....... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part 3: When

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning....... Read More

Estate Planning, legal education

The Questions of Estate Planning, Part I: Who

November 1, 2019 - Joshua K. Crawford

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning....... Read More

Estate Planning, legal education