The Basics of Estate Planning and Administration
A People's Choice
SEPTEMBER 29, 2021
It is with this quote in mind that we aim to demystify the often confusing concepts of estate planning and administration. Whether you're planning your [.].
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Unlocking the Expertise of a Probate Paralegal with LDA Pro Legal
LDA PRO
NOVEMBER 28, 2023
The Breadth of Probate Law Probate law encompasses the legal process of administering the estate of a deceased person, resolving outstanding debts, and distributing assets to heirs. The legal landscape can be complex, and when it comes to matters like probate, having the right professionals by your side is crucial.
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Morneau Law Proudly Partners with ASP
MorneauLaw
DECEMBER 29, 2022
At Morneau Law, we proudly proclaim our commitment to providing quality client-centered representation for families dealing with difficult situations such as divorce, probate administration, estate planning, and criminal law. As a boutique law firm, we strive to give everyone the focus and attention they deserve.”
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The Three Top Reasons to Create an Estate Plan
MorneauLaw
JULY 6, 2022
The Three Top Reasons to Create an Estate Plan I t is always a good idea to have an estate plan even if you are not sure if you have “enough” assets or think things should be pretty simple. An individualized Estate Plan also ensures that your pets are provided for the way you want them to be.
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California Probate Costs and Fees
LDA PRO
FEBRUARY 20, 2021
This is applicable for the amount charged for the probate by an attorney, Probate Paralegals, or personal representatives like executors and administrators. The usual fee break-up is determined as per the value of the estate. This fee had to be provided for filing the petition for the final distribution of the estate assets.
Sales of Real Property in Probate: What You Need to Know
A People's Choice
OCTOBER 20, 2021
Probate administration can be stressful, costly, and generally not fun. It comes when people are already grieved over losing a loved one, and it can involve jumping through a lot of administrative hoops.
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5 Tips for Paralegals Working with Multiple Attorneys
Paralegal Bootcamp
DECEMBER 11, 2023
I felt like I was constantly putting out fires and shuffling paperwork. I thought I was busy then, but nothing prepared me for the circus act of juggling multiple cases for multiple attorneys in different practice areas. I mean really, how hard could it be? The difference then was I only had one attorney’s expectations to live up to.
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Freeborn & Peters Adds Estate Planning Partner In Chicago
Law 360
SEPTEMBER 13, 2022
Freeborn & Peters LLP has bolstered its Chicago roster with a corporate partner who focuses on helping business owners, high-net-worth individuals and other clients preserve and distribute their assets through estate planning and probate administration.
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Morneau Law Awarded Law Firm of the Year
MorneauLaw
NOVEMBER 25, 2020
Morneau Law handles matters in the areas of family law including divorce, parenting disputes and child support cases, as well as estate planning and administration. Morneau Law specializes in family law practices, collaborative law practices, comprehensive estate planning and compassionate estate administration.
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Morneau Law Awarded Law Firm of the Year
MorneauLaw
NOVEMBER 25, 2020
Morneau Law handles matters in the areas of family law including divorce, parenting disputes and child support cases, as well as estate planning and administration. Morneau Law specializes in family law practices, collaborative law practices, comprehensive estate planning and compassionate estate administration.
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Amber Saunders: How to Be a Top Lawyer In Your Field
The Estrin Report
FEBRUARY 3, 2022
A personal loss inspired her to focus on estate planning, and she now represents high net-worth families and their businesses in various personal and business matters. What does Saunders believe you need to be a top lawyer in your field? Five Things You Need to Become a Top Lawyer. Know who you are. But I’m not built for that life.
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A Little Planning Can Help Avoid Trust Accounting Disputes
MorneauLaw
FEBRUARY 23, 2021
A Little Planning Can Help Avoid Trust Accounting Disputes M any estate plans include a trust. In some types of trust administration, not all beneficiaries have the same access to information. Share This Story! A trust can appoint an individual as a trustee , someone who manages the money and assets in a trust. .
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Harnessing Tech Automation to Manage Risk in Trust Administration
LawTechnologyToday
DECEMBER 7, 2021
Trust administration can be a rewarding and profitable part of your law practice. It can strengthen your relationship with clients and their family members, allowing you to offer holistic estate planning services. . Read on to discover how to manage risk in trust administration. . Existence of estate plan .
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How to Become a Virtual Legal Assistant
The Estrin Report
AUGUST 26, 2021
They provide administrative, technical, social media and creative services to clients. Virtual assistants specialize in various industries such as marketing, real estate, accounting, law or financial services. A lot of people hear “virtual assistance” and think only of administrative tasks like typing and answering emails.
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Day in the Life of a Litigation Paralegal
Paralegal Bootcamp
OCTOBER 21, 2022
I currently work for a reputable litigation firm that specializes in bankruptcy, business disputes, real estate, and family law. We receive many partition cases, and I am most experienced in partition/real estate and bankruptcy cases. My plans can change quickly depending on crucial deadlines and attorney requests.
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LEAP Legal Software Acquires WealthCounsel and ElderCounsel
LawSites
APRIL 6, 2022
LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estate planning lawyers, and its related company ElderCounsel. WealthCounsel hosts both an online community and in-person networking.
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A Little Planning Can Help Avoid Trust Accounting Disputes
MorneauLaw
FEBRUARY 28, 2021
A Little Planning Can Help Avoid Trust Accounting Disputes M any estate plans include a trust. In some types of trust administration, not all beneficiaries have the same access to information. Share This Story! A trust can appoint an individual as a trustee , someone who manages the money and assets in a trust. .
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When You Should Get an Irrevocable Life Insurance Trust (ILIT)
Chugh LLP
NOVEMBER 5, 2021
The advantage of this type of trust is that it may help reduce your estate taxes. People who own large estates may own federal estate taxes when they die. In 2020, the federal estate tax applied when assets exceeded the following at the time of death: $11.58 The federal estate tax rate can be up to 40%.
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How to Balance Being a Mom and a Rockstar Paralegal
Paralegal Bootcamp
JUNE 1, 2023
I was a leader, an outspoken smart mouth with a vigilante-style, ‘protect the underdog’ attitude. I wanted to be perfect at everything I did. I loved school all through twelfth grade. I remember wanting to be very successful. And then I found out I was pregnant at eighteen, right after I received my college acceptance letter.
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Eight Legal Software Solutions for Eight Fields of Law
Attorney at Work
JANUARY 27, 2022
Field of law: Real estate. TrackWithEase is a transaction management solution for real estate lawyers. By streamlining and automating common workflows, TrackWithEase reduces the time required to file real estate transactions, making each transaction filing more profitable for the firm. Website: www.casepeer.com. and Canada.
Eligibility for Shuttered Venue Operator Grants Extended, Congress Appropriates New Funds
Gravel2Gavel
MARCH 18, 2021
By Pillsbury's Construction & Real Estate Law Team. The American Rescue Plan Act of 2021 permits Shuttered Venue Operators to apply for both Paycheck Protection Program loans and Shuttered Venue Operator Grants. Wang , Alexander B. Ginsberg , Jenny Y. ”
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Examples of Automated Legal Workflows for Law Firm Efficiency
CARET Legal
FEBRUARY 14, 2024
Real Estate Practices: Closing a Sale In real estate firms , closing a sale is one of the most common tasks an attorney does. Estate Planning Practices: Probate In estate planning firms , everything is centered around probate court hearings.
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Bankruptcy Related Changes Under CARES Act and Consolidated Appropriations Act
Diane Drain
APRIL 3, 2021
The original CARES Act provided for $1,200 stimulus payments to most individuals. The CARES Act also provided relief to Chapter 13 debtors operating under a confirmed plan, as of the March 27, 2020 effective date. Further, debtors may extend plan payments under the plan for up to seven years after the initial plan payment was due.
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What’s the Difference: Will vs. Trust
MorneauLaw
NOVEMBER 24, 2020
What’s the Difference: Will vs. Trust A last will and testament and a revocable living trust are considered essential elements of a comprehensive estate plan, but there are important differences in how they function under New Hampshire law. All wills must be validated through the court process of probate administration.
What’s the Difference: Will vs. Trust
MorneauLaw
NOVEMBER 24, 2020
A last will and testament and a revocable living trust are considered essential elements of a comprehensive estate plan, but there are important differences in how they function under New Hampshire law. All wills must be validated through the court process of probate administration. Share This Story!
What does Probate Mean to You?
MorneauLaw
APRIL 3, 2021
In an ideal world, the Decedent met with a Lawyer and executed a proper estate plan in their lifetime, outlining their wishes after they’re gone. This may include a Last Will & Testament or Trust, which acts as a road map to describe the distribution of personal items, financial assets, real estate and the like.
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How Do Lawyers Plan for Retirement?
MyCase
AUGUST 16, 2022
It is never too soon to begin planning. Additionally, 29% of attorneys surveyed stated that they plan to continue working after their retirement. . Determine your plan for each open case and clearly communicate that plan with clients. When Do Lawyers Retire? According to the U.S. is 65 for men and 63 for women.
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Two Decades, a Bitter Legal Battle, and More than $1 Billion Later, LVMH’s La Samaritaine is (Almost) Ready for its Debut
The Fashion Law
MAY 31, 2021
When La Samaritaine opens to the public for the first time in 16 years (the date of which has been pushed back on more than one occasion, in part as a result of the COVID-19 pandemic), Paris-based LVMH plans to use it to “grab a greater slice of tourist spending in Paris,” according to Bloomberg.
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Paralegal Compliance Officer – An Interview with Melissa Andrews
Paralegal Bootcamp
NOVEMBER 28, 2023
She started it with just an associate’s degree, her paralegal certification, and around 15 or so years of paralegal experience working primarily in personal injury, but with a sprinkling in of some family law, criminal, and real estate. What does that mean? Well, stick around. Melissa will tell us all about it.
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MyCase + LawToolBox Integration: Never Miss Another Deadline
MyCase
OCTOBER 20, 2022
Using LawToolBox, legal professionals can automatically track and adhere to critical statutory and administrative deadlines, as well as court deadlines across multiple jurisdictions. Each case has several different and often shifting deadlines that you need to meet and plan around. LawToolBox Use Case .
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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water
Rocket Matter
SEPTEMBER 26, 2023
ChatGPT and similar adaptive Artificial Intelligence (AI) technologies have the potential to change the way we work forever. While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours.
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In and Out of Local Paralegal Services
LDA PRO
DECEMBER 13, 2021
Traditional paralegals are those who work under the supervision or administration of a lawyer or a law firm. Join execution of wills, end real estate closings, deposition, and assist attorneys while hearing. Paralegals are legal workers who are trained, educated, and have adequate knowledge of the law. Non-traditional paralegals.
Q&A With Heather Oden: Ball Janik’s COO on the Role Legal Ops Plays Today
Attorney at Work
JANUARY 5, 2022
HJO: We have bolstered our cybersecurity posture and developed continuity plans to keep the firm operational in case of another disaster. In our first interview, we focus on the role of the chief operating officer and the demands the pandemic has placed on legal operations. Managing Legal Ops During the Pandemic. What’s next?
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Fallout from McGirt and testimony about future crimes
SCOTUSBlog
AUGUST 20, 2021
Share This week we highlight cert petitions that ask the Supreme Court to consider, among other things, a direct challenge to the court’s ruling in McGirt v. Oklahoma , a confrontation clause question involving statements about possible future crimes, and a split over the scope of who is covered by the qualified immunity doctrine.
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What Are Billable Hours? A Guide for Lawyers
Rocket Matter
OCTOBER 3, 2023
Let’s think about it from the perspective of what’s NOT a billable hour: Administrative tasks Training Responding to colleague emails Meetings with your team Networking events Both billable and non-billable hours are important to track. so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity.
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4 Ways to Transition Into Your New Paralegal Role Smoothly
Paralegal Bootcamp
JULY 6, 2023
I was fortunate to start my paralegal career at a law firm where the managing partners saw the value in making sure employees were taken care of. I loved my job, helping others, and the benefits were unbeatable. I wanted to expand my knowledge as a paralegal and to do that I would have to start over somewhere new. In reality, it just felt safer.
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Justices to hear major tax case
SCOTUSBlog
DECEMBER 4, 2023
The tax was a provision of then-President Donald Trump’s plan to overhaul the tax code and was included, in part, to fund the plan. But lawyers on both sides of the case contend that the broader stakes in the case could be even higher. shareholders own at least 50% of the stock. Until 2017, nothing in U.S. shareholders.
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Small Firm Lawyers Are Awash with Optimism about their Practices, Thomson Reuters Survey Finds
LawSites
NOVEMBER 14, 2022
What with COVID, the economy and the day-to-challenges of practicing law and managing a firm, it’s been a tough three years. Yet despite it all, smaller law firms have a bullish outlook on their future prospects — and with good reason. So says the 2022 State of U.S.
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Limits on SEC enforcement and the power of state AGs to avoid arbitration
SCOTUSBlog
AUGUST 6, 2021
When Congress enacted the Bank Secrecy Act, it entrusted administration and enforcement of the act to the Treasury Department. In Alpine Securities Corp. The Treasury Department tasked its Financial Crimes Enforcement Network with administering and enforcing the BSA by bringing suspicious-activity-report enforcement actions.
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The Process of Buying or Selling a Business: A First-Time Seller’s Guide to Due Diligence
Strictly Business
JANUARY 25, 2024
Selling your business is not just about finding a buyer and agreeing on a price. Once the basic terms of the deal are agreed upon in a letter of intent , the buyer will want to sift through your business and legal records with a fine-tooth comb. This meticulous review of your business, from contracts to customer lists, is called due diligence.
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Guide to Enhancing Law Firm Productivity
LawTechnologyToday
AUGUST 1, 2023
In your law firm, such activities could be cumbersome email management processes, haphazard document management, infrequent bookkeeping and accounting operations, and unplanned administration tasks. What can keep you ahead of the curve? High performance across generally accepted parameters.
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What is a paralegal and what do they do?
SimplyLawJobs
DECEMBER 1, 2021
The duties of a paralegal are varied, but they include preparing legal documents, conducting research, completing those all-important administrative tasks, providing quotes and interviewing clients and witnesses. This will help solicitors to plan how they intend to handle their cases and to decide whether to file lawsuits.
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Scale: The Three-Step Formula to Grow a $1 Million+ Legal Practice
Attorney at Work
AUGUST 11, 2021
If you’re spending all your time focused on billing hours and keeping up with administrative tasks, you’ll never have the time to work on the important but not necessarily urgent issues related to building and scaling your practice. Do you have the capacity to be a million-dollar lawyer? Work on Your Practice, Not in Your Practice.
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How To Lose a Paralegal Job In 10 Days
Paralegal Bootcamp
DECEMBER 2, 2022
Well, I did that one weekend, and it was the movie How to Lose a Guy in 10 days. It’s just a funny, romantic comedy. The movie inspired me to want to do a little fun take on it and write about how to lose a paralegal job in 10 days. If you haven’t seen the movie, here’s a quick summary. If you haven’t seen the movie, here’s a quick summary.
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