How CPMT Protects Attorney-Client Privilege in the Age of AI

As a small business owner, budgets are very tight, and the idea of having an attorney regularly engaged to handle the day-to-day legal issues that might come up can seem impossible.

Good question. Many of our clients who run a basic Google search on estate planning prior to coming in for an initial meeting read about the benefits of Revocable Living Trusts and ask this question almost before I can finish introducing myself! Do you need a revocable living trust? 

We all carry on personal “business” in our everyday lives (e.g. paying bills, doing banking, etc.), which is what makes a financial power of attorney (also referred to as a “Power of Attorney” or a “POA”) an important document for everyone to have.

Although we’re all busy with work, family, and the joys and challenges of everyday life, we are well in to living in a world with a new tax plan, and this is no time to ignore the necessity of reviewing your estate plan

Seven years after joining CPMT, I am so proud and overjoyed to welcome one of my original mentors, Douglas Wessinger, and another protégé of Doug’s, Ritesh Patel, to Cohen Pollock Merlin Turner.

If you got hit by a bus tomorrow, what would happen to your business? 

Buying a business is a large, complicated project that needs to be managed, organized, and attended to by someone with the skill and expertise to better ensure an efficient and successful closing.

When Cohen Pollock & Merlin commenced doing business in 1977 it was, essentially, an estate and tax planning boutique. The vision was for it to be a “cutting edge” planning firm.