Knox Law attorneys publish articles relating to each year's Professional Advisor Symposium topics, some of which are included here.

*Each article is accurate as of October of the year indicated next to each title. Please contact the attorney (author) for further clarification.

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Trust and Beneficiaries Income Tax Planning: Opportunities and Pitfalls

The 65-day rule election is usually employed for a distribution made in the current tax year to treat it as a distribution for a preceding tax year if it is likely that the beneficiary will pay less tax on the distribution than if it is retained by a trust and is taxable at the trust level.

Top Mistakes In Administering Clients' Estates: How to Identify and Avoid Them

As in life generally, when an estate is being administered, sometimes mistakes just happen.

Power of Attorney Litigation

Petition for Accounting: An agent must file an account of the agent’s administration whenever directed to do so by the court and may file an account at any time.

Non-Disclosure Agreements (NDAs): Tips

Upon first glance of an NDA, a reviewing party must determine whether the agreement protects only one party or both parties of the NDA.

Medical Marijuana in the Workplace

Individuals who have a certification from a medical provider and an identification card issued by the Pennsylvania Department of Health may lawfully access medical marijuana to aid in the treatment of serious medical conditions.

The Legality of Cannabis-Based Products

Every five years, Congress passes legislation that sets national agriculture, nutrition, conservation, and forestry policy, commonly referred to as the “Farm Bill.”

Irrevocable Trust Modification: Tips

IrreVOcable / iREVocable. TomATO / ToMATo. The dictionary (Google) says irrevocable means “not able to be changed, reversed or recovered; final.” Pennsylvania says otherwise.

Introduction to Franchising: Regulations, Compliance and Structures

The Federal Trade Commission began examining practices in franchising in 1970. In 1971 the FTC began a formal rule making proceeding, to possibly develop a regulation requiring disclosure and prohibiting unfair practices in offering and selling franchises.

Guardianships: What, Why and How

A guardian has a legal responsibility to act in the best interests of the incapacitated person.

The Family Private Equity Model: When The Epiphany Occurs

The idea of business succession planning for family-owned businesses has changed in recent years. In the past, it was assumed a child would one day take over the business from his or her parent. Now, however, that assumption has changed for a number of families. It is rare to see a business run by a second- or third-generation family owner.

Durable Powers of Attorney: What They Are and Why All Clients Need Them

A durable power of attorney is an essential estate planning tool, which can be utilized in many ways for the benefit of the principal.

White Collar Crime Investigations - Tips

These tips provide the first steps to take in case of white collar crime or a criminal investigation.

The Wayfair Decision – A Possible Domino Effect?

Tax implications from the U.S. Supreme Court Wayfair decision pertaining to sales/use tax collection requirements for foreign business.

Trust Us – It's Not As Simple As You Think: Fundamental Issues in Trustee Litigation

Includes an overview of the most common duties of trustees, the origin of these duties, the most common breaches of those duties, and trust administration costs.

Tips for Estate Planning With Blended Families

Estate planning for blended families and multiple marriages, including asset titling, beneficiary designations, prenuptial and postnuptial agreements, drafting tips and business considerations.

60 publications total