January 2 felt like a mix between the Twilight Zone and April Fools' Day for us, and we suspect for most of our fellow estate planners (as well as for many of our clients). During prior years in our careers, we've had a few time-sensitive year-end matters to manage for clients, but the end of 2012 was far busier than any prior year in our combined 30 years of practice (we were coordinating with clients up until about 4 p.m. on New Year's Eve). After inquiring with our colleagues, and as we recently learned from other estate planners at an annual estate planning conference we attended in Orlando, Fla., in January, many have had similar experiences, recounting stories of coordinating with clients and their financial advisers on the very last day of the year.
Trusts & Estates
April Fools' Day in January for Estate Planners — Donor's Remorse?
The Legal Intelligencer
February 1, 2013
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