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Articles & Publications

In addition to its blog, the firm provides resources and useful links that can be viewed by selecting from the titles and sites listed below under the following topics:

Employment
Business
Trusts and Estates
Real Estate
Intellectual Property
Other Information
Links

Employment

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Business

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Trusts & Estates

  • Trusts & Estates Notes
    • Trustee Guidelines for Preparing Trust Accountings
      By Michael Curtis
      (PDF) (HTML)
    • Factors to Consider Before Making Gifts
      By Michael Curtis and Eiko Itoh
      (PDF) (HTML)
    • Keeping Your Estate Plan Current:
      Ten Questions to Ask Yourself

      By Michael Curtis
      (PDF) (HTML)
    • Estate Planning for Parents of Young Children
      By Stewart Richardson
      (PDF) (HTML)
    • Tips to Avoid Common Estate Planning Mistakes
      By Michael Curtis
      (PDF) (HTML)
    • Creating the First Estate Plan
      By Stewart Richardson
      (PDF) (HTML)
    • Living Trusts
      By Eiko Itoh
      (PDF) (HTML)
    • Estate Planning
      By Eiko Itoh
      (PDF) (HTML)
    • Use of Lifetime Trusts in the Estate Plans of Parents of Young Children
      By Stewart Richardson
      (PDF) (HTML)
  • Estate Planning Forms
    • Estate Planning Worksheet (Single)
      (PDF)
    • Estate Planning Worksheet (Married)
      (PDF)
  • Trust Administration Checklists
    • Estate Administration Outline
      (PDF)
    • Trustee To Do List - Getting Started
      (PDF)
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Real Estate

  • Real Estate Law Alerts
    • Your Real Estate Purchase Contract or Option May Be Void
      By Thomas B.Jacob
      (PDF) (HTML)
  • Real Estate Co-Ownership Briefs
    • Co-Ownership Agreements – Key Issues
      By Thomas B.Jacob
      (PDF) (HTML)
    • Buy-Sell Provisions of Co-Tenancy Agreements
      By Anne E.Senti-Willis
      (PDF) (HTML)
    • Is joint ownership the best way to hold an interest in real estate?
      By Kathryn Andrews
      (PDF) (HTML)
    • Terminating Tenants-In-Common Ownership – Partition Actions
      By Stephen C.Gerrish
      (PDF) (HTML)
    • Property Tax Re-assessment Upon Transfer of Co-owned Real Property
      By Scott M.Toussaint
      (PDF) (HTML)
    • Other Real Estate Related Materials:
      (PDF) (HTML)
    • Estoppel Certificate Waiver Addendum
      (PDF) (HTML)
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Intellectual Property

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Other Information

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