Download the 2023 Fall Newsletter
In this Issue:
- Circuit Split on Inclusion of Life Insurance Proceeds in Valuation of Closely Held Business Subject to Stock Redemption Agreement written by Andrew J. Barron
- What's in a Name? The steps transgender individuals need to make to change legal names on accounts and estate planning documents written by Brittany Cook
- Lies, Damn Lies and Illustrations written by Michael DeFillipo
- Artificial Intelligence ("AI") in Estate Planning - Challenges and Opportunities written by Victor S. Levy and Eric DeSouza
- From the NAEPC Engagement Committee written by Kim V. Heyman and Tim Zeigler