Kim Morrison

As our Director of Operations, Kim plays a vital role in overseeing the day-to-day operations of the law office, including planning public and client events, fostering positive client interactions, and coordinating marketing efforts. Read More!

What You Should Know About Conditional Gifts

Grantors like the idea of placing conditions upon a gift. In many ways, it’s the... [Read more...]

What It Means to Disclaim

Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow... [Read more...]

R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

Individuals often have reservations about seeking an attorney’s help with their Estate Plan. Sometimes, they... [Read more...]

There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan

Matthew Perry died at the end of 2023. While it seems unlikely that his estate... [Read more...]

Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?

Revocable Trusts offer many great benefits for the grantor and the beneficiaries both during life... [Read more...]

Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust

The Applicable Exclusion Amount (“AEA”) permits individuals to transfer a certain amount of property during... [Read more...]

The Joy in Joint Trusts

Joint trusts offer clients many benefits both during life and after death. Those with joint... [Read more...]

Medicaid Planning

States impose functional and financial tests when determining whether an individual qualifies for Medicaid. Functional... [Read more...]

How Tax and Non-Tax Considerations Impact Estate Planning – Part II

People often believe that Estate Planning is a “simple” process designed only for those whose... [Read more...]

How Tax and Non-Tax Considerations Impact Estate Planning – Part I

Estate planning often focuses on federal taxes and overlooks issues that occur at the state... [Read more...]

What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning

Some of my favorite blog topics come from headlines. In this week’s edition, we explore... [Read more...]

What Does the Respect for Marriage Act Mean for Estate Planning?

When the Supreme Court issued its opinion in Dobbs v. Jackson Women’s Health Organization, 576... [Read more...]