Monday, May 23, 2011

The 5 Biggest Mistakes Trustees Can Make - Barrons.com

If you are acting as a trustee you should read this article:

The 5 Biggest Mistakes - Barrons.com

Let me know your thoughts or if you have any questions.

Tuesday, May 17, 2011

Your Turn: What Topic Would You Like to Discuss?

In reviewing my last few entries here, I noticed that the topics were all of interest to me. As I do periodically, it's now your turn. What would you like to have discussed here next?

Remember, our focus is estate planning; estate taxes and estates, so let's try and stay in those areas and away from the usual minefields of politics, religion and Lady Gaga.

To start things off, I will say that it was an honor for me to be a presenter along with such luminaries as Brad Friedman, Jim Thomas and Susan Gindin today at a continuing legal education program at CLE in Colorado called, Social Media for Lawyers, by Lawyers. As we learned from Jim today, there really funny lawyers!

So now it's your turn. What estate planning, or estate tax topic would you like to discuss next? I'm looking forward to hearing from you.

Bernie Greenberg