trusts and estates

AI and machine learning as tools in developing a life or exit plan? Can they actually be useful?

On some mechanical level, perhaps when it comes to potential format or calculation, AI can play some role.

But on a broader scale, until there is the potential for machine learning to understand and compute emotion, nuance, interpersonal relationships, and how these pieces are put together, in my mind AI will be just another tool in a planner's arsenal.

The reality of course is that beyond the financial and structural expertise brought to the table by the planner, it's understanding the landscape of the human interaction between family members or business associates that will guide the trusted advisor, leading to a plan being developed and executed that serves all of the constituents in the desired way.

Enter Kathy Boyle, CEO of Chapin Hill Advisors.

Chapin Hill follows a methodology and process that bases its planning and future scenarios on real-world experiences and situations.

Chapin Hill takes into account the how and why clients got into their business and their personal, and family goals going forward. Chapin Hill assists business clients in creating strategic plans to either build the business for a future sale or to pass it to the next generation.

That same strategic plan guides planning for individuals or families where a business may not be in the mix.

Kathy is most definitely a leader in her field, and it was great having the opportunity to speak and learn more about both her and her business!
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We wrap up our Divorce and The Family Held Business Series with a critically important piece that is often overlooked or attended to only at the end of the divorce. In the chaos of negotiations and the emotional turmoil that accompanies divorce, there are critical conversations and decisions that need to be made around the business of your estate. Everything from changing beneficiaries and ensuring you have enough insurance coverage to exploring and updating other trust and estate issues. Consider also the estate planning and estate tax implications post divorce With us today is Lindsey Paige Markus, Esq. a respected attorney in trusts & estates and author of A GIFT FOR THE FUTURE - Conversations About Estate Planning. Licensed in Illinois, New York, and Florida, Lindsey has a national practice and leads her law firm, Chuhak & Tecson, P.C.'s team of 25 trusts & estates practitioners. Request a Free Rapid Relief Call at http://rapidreliefcall.com/ For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com

This week Amy takes the lead as she shares her view on a deeper meaning in estate planning.  Since her clerkship, Amy is faced with two unavoidable aspects of everyday life - death and taxes.  By examining a deeper meaning in estate planning, she is able to expand her view of her practice and provide those services to her clients with compassion and care.

When Amy looked deeper she found that she is trying to create order out of chaos, provide protection for her clients and their loved ones, and allow her clients to maintain control.

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We took our years of experience, along with trial and error, and developed an easy to implement strategy for networking.  Click here to get your copy and start building your professional networking right away!

Nothing contained within this podcast is intended or should be construed to be legal advice and does not create any attorney client relationship.  Please keep in mind that your jurisdiction will have rules of professional conduct that you must follow.  This discussion does not focus on the any such rules, including the rules from the jurisdiction where we practice.

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Nothing contained within this podcast is intended or should be construed to be legal advice and does not create any attorney client relationship. Your jurisdiction will have rules of professional conduct that you must follow. This discussion does not focus on the any such rules, including the rules from the jurisdiction where we practice.

Our guests for this episode are Scott Frasier and Matt Owens, authors of an article to be published in the Trusts and Estates Quarterly called “Let’s Get Digital! ESI in Trust and Estate Litigation.” We discuss the ethical duties of attorneys in regard to E-discovery, preservation letters to clients and opposing counsel aimed at avoiding spoliation of evidence issues, and common sources of electronically stored information, or (ESI). We learn what “native format” and “meta data” are, and when you might request it. Finally, we talk about how to sift through mountains of ESI to find the relevant information and address privacy concerns.

Their article is a must-read for all trust and estate litigators, as well as planners and those who represent trustees. Today’s episode will be eye-opening to those who have not dealt extensively with ESI issues.

About Our Guests:
Scott Fraser is an attorney at Crist Biorn Shepherd Roskoph located in Palo Alto, California.  Scott is a frequent contributor to CEB, having acted as the update author for  chapters in Drafting Revocable Trusts, California Will Drafting, and California Estate Planning, and has been recognized by Super Lawyers in the category of estate planning and administration.  

Matt Owners is a partner at Withers in the law firm’s San Diego office and handles matters all across California. Matt is a certified specialist in estate planning, trust, and probate law, is a TEXCOM member, and has been recognized by Super Lawyers, Best Lawyers, and Private Client Global Elite in the category of trust and estate litigation. https://www.withersworldwide.com/en-gb/people/matthew-r-owens

About Our Host:
Host Herb Stroh is a partner at McCormick Barstow LLP, and practices out of the San Luis Obispo office. Herb is a Certified Specialist in Estate Planning, Trust, and Probate by the State Bar of California Board of Legal Specialization. He is past chair of the Trusts and Estates Section of the California Lawyers Association and represents the Section on the CLA Board of Representatives. He is also Treasurer of CLA for the 2020-2021 year.  Herb has extensive experience in all aspects of trust, probate, conservatorship, and guardianship conflict resolution.  He also has experience in all aspects of estate planning and administration of trusts, probate estates, special needs trusts, and conservatorships. Mr. Stroh has also served as a mediator in a variety of trust and estate disputes both in Los Angeles and San Luis Obispo counties.

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek

In this episode, Prof. Bridget Crawford, James D. Hopkins Professor of Law at the Elisabeth Haub School of Law at Pace University discusses her fail-proof acronym for challenging a will on an exam, on the bar or in practice! Just use FIDO PPD and you are set for success.


About our guest…
Professor Bridget J. Crawford teaches Federal Income Taxation; Estate and Gift Taxation; and Wills, Trusts and Estates. Her scholarship focuses on issues of taxation, especially wealth transfer taxation; property law, especially wills and trusts; tax policy; and women and the law. Prior to joining the Pace faculty, Professor Crawford practiced law at Milbank Tweed Hadley & McCloy LLP in New York. Her practice was concerned with income, estate and gift tax planning for individuals, as well as tax and other advice to closely-held corporations and exempt organizations.

Professor Crawford is a member of the American Law Institute and the American College of Trust and Estate Counsel. She is the Editor of the ACTEC Journal. Professor Crawford is the former chair of the AALS Section on Women in Legal Education and the AALS Section on Trusts & Estates. She is one of 26 law professors profiled in the book by Michael Hunter Schwartz et al., What the Best Law Teachers Do, recently published by Harvard University Press. From 2008 through 2012, Professor Crawford served as Pace Law School's inaugural Associate Dean for Research and Faculty Development, and she served again in that role in 2014-2015.  Her book Feminist Judgments: Rewritten Opinions of the United States Supreme Court (co-edited with Linda L. Berger and Kathryn M. Stanchi), was published by Cambridge University Press in 2016.  Her following book, Feminist Judgments: Rewritten Tax Opinions (co-edited with Anthony C. Infanti), was published by Cambridge University Press in 2017. Professor Crawford is the co-editor of a series of Feminist Judgments books that cover a wide range of subject matters.

Want to learn more about Professor Crawford? Visit the links below: 

 https://law.pace.edu/faculty/bridget-j-crawford

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