Questions Concerning An Irrevocable Trust? Where to Look for Answers and How to Make Changes

by Garrett J. Olexa, Member, Jennings, Strouss & Salmon, P.L.C. One of the many advantages of a revocable trust is that changes to a revocable trust can be easily made by amending or restating the trust instrument. When dealing with irrevocable trusts, however, the ability to effect change is often…

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Do You Know Where the Data Is?

By: JSS eDiscovery Team Even with new rules governing proportionality and relevance, preserving and collecting electronically stored data remains an issue in many litigations. Virtually all modern communication is electronic; not just conversations, but all facets of business and personal exchanges.  And the sources of that electronic data continue to…

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The “Sound Mind”

By: Garrett Olexa Defining Mental Capacity and How it Impacts Your Ability to Conduct Business, Manage Your Estate, and Even Vote. According to recent statistics, the U.S. population aged 65 and older is projected to nearly double over the next three decades. This year, baby boomers are between the ages…

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Personal Representatives of the Estate of a Vulnerable Adult Need to be Aware of Arizona’s Adult Protective Services Act

By: Garrett J. Olexa A personal representative of a decedent’s estate has a statutory duty to serve the best interests of the successors to the estate. One such duty is to take possession and control of the decedent’s property for purposes of administering the estate. A personal representative is also…

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Small Business Real Estate Series, Part III: Personal Guarantees to Commercial Leases

By: David Brnilovich Part II of the Small Business Real Estate Series focused on commercial lease negotiations. As indicated in the blog, commercial leases are typically extensive, including dozens of pages of terms with numerous exhibits, addenda, rules and regulations. One of the most important, yet least understood, attachments to…

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Do You Have An Exit Strategy From Your Business?

By: Garrett J. Olexa Are you among the large percentage of the population nearing retirement? Have you considered how your family will be cared for in the event you become disabled or seriously ill and are unable to manage your business? What will happen to your family and your business…

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