Newsletter Q2 2023
ADAPT Newsletter Q2 2023
ADAPT has been busy working on improving our solutions and our users’ experiences by updating our document templates, addressing formatting in the assembled document, and continuing to enhance and improve the platform. Since our last newsletter ADAPT has introduced EP Professional and added Irrevocable Trust Documents. Spring has sprung and we hope that […]
Newsletter Q1 2024
ADAPT Newsletter Q1 2024
A message from management
On behalf of ADAPT, I’d like to thank you for your support this past year as we continue to enhance the ADAPT platform and to improve upon the legacy of Fore! Trust software. I have heard from many of you this past year on the things you like […]
Newsletter Q3 2024
ADAPT NEWS
From The Legal Team
To Amend or Amend and Restate?
That is the Question
Best Practices in Using Amendments and Restatements
-Mark Hevrdejs JD, LL.M and COO of ADA Platform Technology, LLC
There are no hard and fast rules as to when to amend a trust versus restating one […]