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Monthly Archives: November 2011
PI+ Press Release
FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: pat@wardianwealth.com PERSONAL INJURY LAWSUITS HAVE NEW RESOURCE TEAM Personal Injury Plus, also known as PI+, has been formed to provide litigation support and case management for personal injury lawsuits. Personal injury … Continue reading
Choosing a Trustee – What Characteristics are Needed?
Those Grantors who don’t struggle with the selection of a Trustee probably should. I’ll confess that poor Trustee selection creates revenue opportunities for me, either through the cost of cleaning up a Trust mess or as an expert witness in … Continue reading
Estate Planning for Digital Assets
Oddly, Idaho and Oklahoma are the only two states that have statutory provisions for the probate of digital assets. Increasingly, estate planners are going to need to consider ways to protect and pass along digital assets. Here is a great … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Digital assets, estate planner, estate planning, heirs, inheritance, probate
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Form and Substance: Estate of Paul H. Liljestrand v. Commissioner
Form and substance are equally important which, while having specific application to the failed family limited partnership discussed in the article linked below, has broader philosophical application in life. But that is the subject of another blog. Estate planners must … Continue reading
Posted in Estate Planner, Estate Planning, fiduciary, Trust
Tagged Accountant, attorney, estate planner, estate planning, Family limited partnership, FLP
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Idaho Trustee 