Richard A. Behrendt

Behrendt Law, LLC

Estate & Legacy Planning

Articles and Presentations:

Protecting Aging Clients From Elder Financial Abuse, Financial Advisor Magazine, January 18, 2017

Golden Age of Estate Planning, Wealth, June 7, 2013

Life Insurance; An Alternative to Roth Conversions? (with Blake Panosh), Wealth, June 16, 2010

Estate Tax Still a Muddle for Advisors, Wealth, February 24, 2010

Age of Uncertainty, Wealth, November 1, 2009

The Audit Rate is Skyrocketing, Trusts & Estates, February 2009

Practical Wealth Transfer Planning, Journal of Practical Estate Planning, Summer 2009

Is FLP Planning Still Viable?, (seminar) various dates and forums for continuing education for attorneys and accountants

Practical Wealth Transfer Planning – Through the Eyes of a Former IRS Attorney, (seminar) various dates and forums for continuing education for attorneys and accountants

Preserving Family Wealth, (seminar) various dates and forums for clients

Rich was recently quoted in a New York Times article about the pros and cons of "Do it yourself" estate planning software vs. hiring an experienced estate planning attorney to create a estate plan. "Sometimes the role of the estate planner is to play devil's advocate and push back," Mr. Behrendt said. "Often, if you prod clients and ask the right questions, they say, 'Ah, I hadn't thought of that.' You can't get there just doing it in a software program."

To read the full article,

Rich was also quoted in an Investment News article regarding common estate planning mistakes to avoid.  Here's what Rich had to say about the dangers of leaving too much too soon to younger beneficiaries.  "Young adults who inherit wealth often lack the judgment to make responsible decisions with their inheritance," according to Mr. Behrendt.  "The danger zone is often for those in their late teens and twenties."  Parents should create a trust controlled by a trusted family member or a corporate trust company until beneficiaries reach a mature age, perhaps 30 or 35 years old, he said. 

To read the full article,