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Tracking billable hours efficiently can help your law firm maximize revenue while maintaining client transparency. Failing to track time accurately can lead to underbilling, disputes, or even missed revenue opportunities—ultimately affecting client trust and your firm’s profitability. One of the best ...
As part of a comprehensive estate plan, your CPA tax attorney should create two Lifetime Access Trusts, one for you and one for your spouse integrated within a Domestic Asset Protection Trust state. There are now 17 DAPT states by law: Alaska, Delaware, Hawaii, Michigan, Mississippi, Missouri...
Sheila M. Blackford(@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. She is the author of the ABA book “Trust Accounting in One Hour For Lawyers,” co-author of “Paperless in One Hour for Lawyers,”and a contributing...
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Living Trust: Definition, How Living Trusts Work Compare online will makersAdvertisement Company NerdWalletrating Price(one-time) Price(annual) Access toattorney supportLearn more Ease of use Trust & Will - Will 4.0/5 Will: one-time fee of $199 per individual or $299 for couples. Trust: on...
Sheila M. Blackford(@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. She is the author of the ABA book “Trust Accounting in One Hour for Lawyers,” co-author of “Paperless in One Hour for Lawyers,”and a contributing...
My observation has been that when the advisor brings the right professional in, and lets that professional, whether it's the attorney, whether it's a CPA, whether it's a trust officer, whatever realm you bring them in, lets them operate in their zone of awesomeness, that's when good ...
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If I make the accounts that have a zero balance inactive, will I still be able to show the bar association an entire list of sub accounts in my trust account? Is it time for me to change to another accounting software that works the way I want it to work?