Health and Wellness Tips for Attorneys and Clients

The federal government has developed yet another tool to help crack down on money laundering and bad actors—this time by documenting who owns and controls closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns and controls the companies, resulting in a first of its kind centralized repository in the United States for information about private entities. This new tool is the Corporate Transparency Act. Join us as we provide an overview of the Corporate Transparency Act and discuss best practices in addressing its requirements with estate planning clients.
Originally presented as part of the Estate Planning Short Course 2024

Assisting clients with understanding both the legal protections available and the proactive measures they can take to safeguard intellectual property helps them leverage the competitive business advantages their ideas produce.

For years, the presenter doubted whether meaningful change was possible given the alarming attorney health statistics reported by the ARDC. However, exploring holistic and consciousness-based approaches revealed that improving attorney well-being is more within our control than she once believed. This presentation is designed to educate and empower attorneys to take charge of their health, enhance their careers, and create lasting, positive change for not only themselves but their clients.