Posts Tagged ‘estate planning conflicts’


Managing Family Dynamics in Estate Planning and Trust Administration

On September 13, 2018, I am pleased to be presenting, along with Julie Min Chayet of U.S. Trust, to the Probate and Estates Committee of the Fairfield County Bar Association in Stamford, CT. Our topic concerns a perennial challenge to attorneys: “Managing Family Dynamics in Estate Planning and Trust Administration”. The presentation has been approved […]

Silence is golden, except when it isn’t

Silence is golden when you hold your tongue about the minor, temporary thing that just doesn’t matter much.   But there is nothing golden about silence on estate planning, family business succession, or other things that are so very important that they are hard to discuss.   A facilitated family meeting or mediation can help. […]

Certificates Earned in Family Business Advising and Family Wealth Advising

I am proud to announce that I have completed a fifteen month educational program and have been awarded both the FFI GEN (Global Educational Network) Certificate in Family Business Advising (CFBA) and Certificate in Family Wealth Advising (CFWA) by the Family Firm Institute. It has been a great experience: excellent faculty, comprehensive and thought-provoking readings […]

WSJ on “Sibling Rivalry and Estate Planning”

Earlier this month, in the September 12-13 edition, the Wall Street Journal ran a “Wealth Advisor” article by Veronica Dagher. In “Sibling Rivalry and Estate Planning”, she highlighted some horror stories of siblings fighting after a parent’s death. Sometimes the dispute is over significant assets, but commonly the family can’t agree on who should have […]

Kenneth Feinberg, 9/11, and estate planning

Though Kenneth Feinberg is thought of mainly as the man tapped, time and again, to administer victim compensation funds following high profile public events, he has a thing or two to say about estate planning. In the March 26, 2015 New York Times special supplement “Your Money”, Feinberg discusses lessons learned in “Money Admonitions From […]

End-of-Life Planning

Today’s New York Times included an article titled “End-of-Life Talks May Finally Overcome Politics” by Pam Belluck. The focus of the article was “advance care planning” and the growing interest in having important, if difficult, conversations about how we each want to live our last days. Although the main points were mostly about possible Medicare […]

Sperner’s lemma and the challenge of dividing prized possessions

Yesterday’s New York Times included an article in the Science Times titled “To Divide the Rent, Start With a Triangle” by Albert Sun. He described how Sperner’s lemma could be used for a procedure for fair division of rent in an apartment with three bedrooms of different sizes and other features.  Dr. Francis Su had […]

“Mediation for disputes involving trusts and estates: It’s an idea whose time has come.”

“Mediation for disputes involving trusts and estates: It’s an idea whose time has come.”  That’s a quote from the program description for a Continuing Legal Education program presented by the New York State Bar Association.  The program, “The Basics of Mediating Trusts & Estates Disputes CLE Program”, was co-sponsored by the Dispute Resolution Section and […]

Help preventing or healing family heartbreak

Around Valentine’s Day we hear a lot about romantic love. But family love is important, too, and a family break-up can be just as tragic as a couple’s. Sometimes it’s even worse. Family mediation among adult siblings, between parent and child, or in some combination can prevent or heal family heartbreak. A facilitated family meeting […]

Love, Inheritance, Conflict – and Mediation?

On Sunday, July 3, 2o11, the New York Times ran an article by John Leland titled “Love and Inheritance: A Family Feud.” In it, he details the travails of 93 year old Celeste Holm, movie star of bygone days, and her family. She and her 48 year old husband are pictured in the Central Park […]

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