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!

Roth IRAs Can Be a Great Planning Strategy: Basics

Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]

Advantages of Using a “Grantor Trust” in Planning

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]

Taxation of Nongrantor Trusts

“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor... [Read more...]

Tax Reporting with Trusts

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]

Dangers of Do-It-Yourself Estate Planning

Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]

Conservation Easements Can Be a Good Solution

Often, a client wants to keep land in the family. Sometimes they want to discourage... [Read more...]

Donor Advised Funds: Too Good to Be True?

There’s a way to make a charitable gift and yet be able to influence where... [Read more...]

Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification

Irrevocable Trusts have long been an effective, albeit static, estate planning tool. These trusts didn’t... [Read more...]

Changing “Irrevocable” Trusts Through Decanting

Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually... [Read more...]

State Income Taxation of Social Security Benefits

The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously... [Read more...]

How Estate Planning for a Family May Trap the Unwary Practitioner

Attorneys have long advised entire families with respect to their estate planning. Ethics require attorneys... [Read more...]

What Everyone Should Know about the New FDIC Regulations

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by... [Read more...]