Resources

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The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.  While we strive to update this content regularly, these documents may not constitute the most up-to-date legal or other information. Review and/or use of these materials does not constitute an attorney-client relationship with this firm or any of its attorneys.

Click the links below to download Legal Resources in PDF format. PDF files require Acrobat Reader to view. If you do not have Acrobat Reader, you can download a free copy by clicking here. All resource links below open in a new window.

Estate Planning News & Updates
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Action List for Survivors 2024
Estate Planning and Will Drafting
Estate Planning Questionnaire for Clients
A Last Will and Testament vs. Revocable Living Trust
Potential Tax Issues for 2013
2010 Carry-Over Basis Memo
Alaska Qualified Tuition Plans
Drafting and Other Suggestions to Enhance Creditor Protection in Self-Settled Spendthrift Trusts
Estate Planning In The 21st Century 2013
Estate Planning For The Benefit of Pets
Probate In Alaska
Reviewing Your UTMA Accounts
Estate Planning for Parents with Young Children
Do I Really Need to File a 706
Portability: What You and Your Clients Must Know-2013
File Your Report of Foreign Bank and Financial Accounts
Uniform Real Property Transfer on Death Act (AS 13.48)
IRS Notice 2017: Account Transcripts as Substitutes for Estate Tax Closing Letters
Advanced Health Care Directives vs. DNR Orders
Minimizing State Estate Taxes
Alaska’s Access to Digital Assets Act and How It Affects You

Business Planning:
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Families First Coronavirus Response Act
Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) Outline
Entity Information Pamphlet
CARES Act Outline
Inadvertent Terminations of an LLC’s S Election
Buy-Sell Agreements Are a Prescription for Continued Business Health
Choice of Entity: Which Entity is Best for Me?
Transaction Questionnaire
Limited Liability Company Questionnaire
New Taxes on Earned and Unearned Income in 2013
How to Dissolve an Alaska Limited Liability Company
Preserving a Corporation’s or LLC’s Veil of Limited Liability in Alaska
Workers’ Compensation Coverage Requirements
Partnership Audit Rule Changes May 2021

Corporate Transparency Act - January 2023

Corporate Transparency Act - September 2023

Corporate Transparency Act - February 2024

Helpful Links:

IRS
Alaska Bar Association
Anchorage Law Library
American College of Trusts and Estates Counsel