Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as a death knell to using U.S.-based domestic asset protection trusts, known as DAPTs ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

"Dear John (insert your company name here), We are terminating our contract with you ... " And so begins the "Dear John" letter of client relationships. Every now and then we need a reminder that our ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

Vendors sometimes get exposed to trade secrets of a particular company and because of this, the hiring company adds a non-compete clause to its service contract with the vendor. The verbiage will ...

Writing marketing letters to get clients is a form of direct mail marketing. While this approach typically features mass mailings, whether via email or regular post, you can increase your odds for ...