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My Interview on the Shalom Show
Below is my interview with the Shalom Show, a Jewish public affairs cable show that is on tv nationwide.
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Man dies with $40 million, no will, and no heirs
Today’s crazy estate planning story comes form the New York Times, He Left a Fortune, to No One. Roman Blum died in New York last year at 97 years old. He was a Holocaust survivor and a successful real estate developer worth over $40 million. …
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No Time for the Ole’ In-N-Out with Lynsi Torres
Meet Lynsi Torres. She’s 30 years old. Thrice married*. A mother of twins. She never graduated college. I don’t think she ever had any business training. She loves drag racing. And she’s worth over a billion dollars. Apparently, Lynsi has been recently “outed” as the …
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Back to Blogging: How (I draft documents)
In the continuing “Back to Blogging” series, the “How” posts (and there will be more than one) will talk about how I run my estate planning practice. I am not talking about empty platitudes such as “I run my practice with hard work, ethics, morality, etc.” …
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Large Law Firms Are Abandoning their Trusts and Estates Practices
According to an article in yesterday’s New York Times, the large international “white shoe” law firm of Debevoise & Plimpton is jettisoning their estate planning practice, adding to the list of large firms doing so, including Weil, Gotshal & Manges, and Gibson Dunn & Crutcher. …
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WSJ: What a Tangled Web We Leave
On February 2, the Wall Street Journal had published a great article on estate planning entitled “What a Tangled Web We Leave,” discussing the various problems people have when loved ones die. There is a common theme in the article – one that I’ve discovered …
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Wow, you people are really interested in the lottery
I’m glad that so many people are checking out the estate planning options if they win the lottery. Here is a list of recent search terms that brought people to my site.
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Final (?) Update on Lottery Winners – I was right the first time
On November 29, I wrote a blog post about 3 Connecticut wealth managers winning $254 million in the Powerball lottery. At the time, I found it curious that all three of them were accepting the prize through a trust, known as the Putnam Avenue Family …
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Update: Connecticut Lottery Winners Give $1 Million to Veterans’ Organizations
I have previously written about the already rich Connecticut money managers who won $254 Million in the Powerball Lottery, and joined in the speculation as to whether or not there was a hidden fourth winner. I’m still not entirely sure as to why they chose …
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Some Guys Have All the Luck: Greenwich Wealth Managers Win $254 Million Powerball Lottery
I saw this story this morning that made me shake my head in wonder, and in a little bit of jealousy. Apparently, three money managers from Greenwich, Connecticut won $254 million in the Powerball lottery. If you don’t know, Greenwich is a New York City …
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