This blog is intended for a wide audience, from parents of young children researching the basics of wills and living trusts, to fellow attorneys and financial professionals wishing to discuss the latest developments in trust-related case law. As indicated in the title, my goal is to advocate for a more client-focused, personalized and less fill-in-the-blank estate planning experience. I feel the best way to achieve this is to invite a broad spectrum of people to read and to comment.
To facilitate navigation of the blog, I will tag each post either Basic, Intermediate, or Advanced Estate Planning. You can navigate to posts in the applicable category by clicking the tags on the right side of the screen.
Although I am licensed to practice in Illinois, and may sometimes reference my state’s law, I welcome comments from practitioners in other states. The intent is to keep the content broad enough that it is relevant to people across the country.