18 May 2022

Bloombergs Estates Gifts & Trusts Journal (May 2020) – What The Attorney and CPA Need To Do To Protect Themselves & Their Family

I’m honored to have co-authored this Bloomberg’s Estates Gifts and Trusts Journal article titled ‘Shoemakers with Barefoot Children’ with Martin M. Shenkman, Esq. In the article, Martin and I discuss what we feel the Attorney and CPA need to do to protect themselves and their families, just as they protect their clients and their families.

I encourage anyone who may have ‘Barefoot Children’ to give this a read.