41 F: Fingerprints and Photographs Quick as a Wink – Somebody’s Taking Care of Their Customers

Well, somebody’s on the ball. The people at Silencershop.com just announced some new technology they developed that will make complying with ATF 41F much easier for the responsible persons of trusts and entities to submit their fingerprints and photographs. Sometime before July 13th, when ’41F’ finally takes effect, Silencer Shop will ship out 300 fingerprint-scanning […]

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Required Reading, Then and Now

Two things interest me about the two quotes below: First, that original material was written in 1764–in Italy–by Cesare Beccaria in his treatise On Crimes and Punishments. Yes, I know. It sounds like something right out of an NRA press release in response to yet another move by the [name your president] to implement by executive order more […]

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Trustees and Beneficiaries: More Good News than Bad?

I really like the idea behind “The Positive Story Project,” a new monthly column at Wealthmanagement.com. Here’ the first three paragraph from the opening salvo: My goal in writing this column is to focus thinking within our community of practitioners—important players in the transfer of wealth to younger generations.   And, with so much at stake for […]

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Trusts: Size Matters

The trusts I draft are almost always quite long–in excess of 40 pages. I sometimes wonder if they’re too long. And then I encounter a problem caused by a short, poorly drafted trust and wonder no more. Folks, you probably won’t discover what’s wrong with your trust or your parents’ trust until one of the […]

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Financial Elder Abuse

My 93-years-old aunt died last year. For a number of years leading up to her death, I visited her at home. Often I would check her mail box for mail, so I could save her a trip. Just as often, I found mail–a lot of it–from organizations asking for money to help the police, take […]

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