Recent court decisions are reshaping the asset protection landscape. Marty and Alan examine significant rulings from Delaware, California, Connecticut, and New York, explaining what they mean for practitioners and highlighting practical strategies to help clients protect their wealth before disputes arise.

Discover how AI can streamline one of the most time-consuming and mundane parts of legal practice. This episode explores prompt-writing techniques and practical workflows that help attorneys draft client correspondence and internal memoranda more efficiently without sacrificing quality.

From meeting transcripts to organized summaries, AI can significantly improve productivity. This episode discusses the significance of prompting techniques, managing memory, identifying hallucinations, and ensuring that AI-generated work is carefully reviewed before being relied upon.

One of the most practical applications of AI for attorneys and professional advisors is the ability to conduct comprehensive background checks on prospective clients, opposing parties, and business counterparties.

Traditional research methods such as manual internet searches or database queries are often time-consuming and incomplete. Listen on how to utilize AI- powered background checks to uncover valuable information in minutes and protect your practice by performing thorough background checks.

Discover how AI can streamline one of the most time-consuming and mundane parts of legal practice. This episode explores prompt-writing techniques and practical workflows that help attorneys draft client correspondence and internal memoranda more efficiently without sacrificing quality.

Substance abuse and mental health issues can dramatically affect estate planning outcomes. This episode explores warning signs, trust design considerations, trustee selection, and the value of involving qualified mental health professionals when developing plans for vulnerable beneficiaries.