Communication Is Key in Trust and Estate Disputes

A recent change in federal tax law could have major implications for your estate planning. In a piece of legislation informally dubbed the “One Big Beautiful Bill” (OBB), the federal estate tax exemption has been made “permanent”—or at least, it no longer has a set expiration date.

Doctors and dentists spend many years in school learning about the human body, but that education doesn't extend to contract law. That doesn't mean you can ignore the importance of contracts, though – the ones you sign can impact your career for years to come. No matter if you're joining a private practice, a hospital, or a large healthcare group, you need to understand exactly what you're agreeing to before you put pen to paper.

Estate planning often brings to mind sprawling mansions, offshore accounts, and complicated trusts. But the truth is that you don’t need to be rich to need an estate plan.

Selling your company can feel like the finish line after years of hard work, but the real race starts long before a buyer appears. In CPMT’s recent podcast, attorney Jeff Leonard explains that most owners don’t realize how much value early preparation can add: “When I meet with a business owner who’s thinking about selling,” says Jeff, “my first question is what they’ve done to prepare for the sale.”

Advertising for new generative AI tools seems to be everywhere, touting hundreds of benefits like faster turnaround times and greater efficiency – but at what cost? AI is rapidly reshaping the face of just about every industry, and law is no different. This month on the podcast, CPMT attorneys Jeffrey Leonard and Jacob Rich sit down and discuss how the use of AI for legal practice threatens one of the law’s most sacred tenets: the attorney-client privilege.

When it’s time for you to pass the torch and leave your business to the next generation, there are a lot of details to consider. This month on the CPMT podcast, we’re sitting down with Michelle Koufman, who specializes in family estate planning, and Jacob Rich, who focuses on business transactions, to discuss the best practices for your transition plan.

Our latest podcast features attorneys Jacob Rich and Jeffrey Leonard discussing the confusion surrounding the Corporate Transparency Act (CTA) – and, more importantly, what all those changes mean for small business owners.

The legal landscape is crowded out there. We know that choosing a law firm that you can trust can be a challenge.

In contrast to many other firms practicing today, CPMT was created with intention, and that legacy is present in the work we’re still doing today, nearly fifty years later.