An Agile Law Firm
Achieving business agility in a law firm requires swift adaptation to evolving legal environments, client requirements, and technological advancements.
The Role of Technology
Clients often ask about our firm’s perspective on technology and its role in our operations. I firmly believe that technology plays a crucial role in optimizing performance.
Kemp Klein’s Core Values
A company’s core values are the standards that guide its business. Creating our core values was an instructive and reflective process for our firm. I urge leadership teams to develop a similar document to coalesce their values.
In Re Lis Trust
Appellants auctioned specifically bequeathed property. In addition, Appellants, as trustees, refused to convey land to a beneficiary entitled thereto without a 10% fee. Appellant was ordered to supply accountings and inventory which the trial court found incomprehensible.
In Re Herbert Irrevocable Family Trust
Settlor established a special needs trust. Blackacre to Appellee, worth about $1,200,000.00, $30,000.00 to each Appellants. Appellee, as trustee didn’t think, postmortem, there was enough liquidity in the trust to pay Appellants their expectancy, so (instead of simply borrowing the money), he voluntarily entered into a non-judicial modification agreement.
In Re BJH Conservatorship
Appellant was fiduciary for BJH (donee power of attorney). Allegations of delinquency were made by Appellee and later by a Court appointed Guardian Ad Litem. Appellant was removed as donee and ordered to account and disgorge. Objections were filed to accounting.
NEAL NUSHOLTZ TAX LAW ARTICLES