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Estate Planning Basics: Keeping Your Trust Safe With Spendthrift Provisions

Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING BASICS: Choosing Between a Pot Trust and Separate Shares Trust

Part 4 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.As discussed previously, while most Wills direct an immediate distribution of assets, trusts often have provisions that stretch

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Estate Planning Basics: The Disadvantages of a Trust

Part 3 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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Estate Planning Basics: The Advantages of a Trust

Part 2 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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Estate Planning Basics: What is the Purpose of a Trust?

Part 1 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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U.S. Supreme Court Rules Bankruptcy Filing Does Not Terminate Trademark Licenses

Last month, the U.S. Supreme Court answered a question that trademark licensees have been trying to determine for more than 30 years – what happens if your licensor declares bankruptcy? The answer, as it turns out, is that a bankruptcy filing

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Rotondo v. JPMorgan Chase Ruling Encourages Gender-Neutral Policies in the Workplace

In 2016, Derek Rotondo requested paid parental leave from his employer, JPMorgan Chase. He claims he was told that in most cases, only primary caregivers (presumably mothers) are eligible for the full 16 weeks of parental leave, and that he would

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Secure Act: IS CHANGE COMING TO YOUR RETIREMENT PLAN?

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act” (known as the SECURE Act) by a 417-3 vote. The bill is headed to the United States Senate. What are the highlights of the SECURE Act

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USPTO Increases Brand Protection For CBD Products

Just a quick check-in on cannabis, both marijuana and hemp, regulatory law. This article touches on cannabis brand protection and a recent development in the United States Patent and Trademark Office (USPTO) that relaxes its prior strict approach

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How Data Privacy Has Changed Since the GDPR Took Effect

It’s been just about a year since the European Union’s General Data Protection Regulation (GDPR) took effect amidst a flurry of predictions that the global data privacy landscape would dramatically change. So, has it? Well, not quite… yet,

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