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 [...]
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 about the ADAPT offerings [...]
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 you are [...]
Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Key Rates and Figures for Estate Planners 12/30/2022 An updated list of relevant federal and state tax rates and key figures. By: Mark Hevrdejs, JD, LL.M In developing estate plans that seek to minimize taxes, there are a number of key figures and rates that a [...]