Cryptocurrency and Estate Planning
Jan 18, 2024
As a relatively new asset class, cryptocurrency is only beginning to be a consideration in estate planning. For its fans, the decentralized nature of cryptocurrency is one of its benefits—no…
The Corporate Transparency Act and Estate Planning
Oct 25, 2023
The beneficial ownership information (BOI) reporting requirements mandated by the Corporate Transparency Act (CTA), which go into effect on January 1, 2024, have clear implications for business entities that were…
Marital Share Funding Options
Oct 02, 2023
When couples are planning how their estate will be distributed to their beneficiaries, one common goal is to maximize the amount that can pass to their heirs by minimizing estate…
The Corporate Transparency Act and Foreign Entities
Sep 07, 2023
For foreign companies, the United States can represent a significant market opportunity for international expansion. Unfortunately, regulatory requirements that were less stringent than those of other developed countries have also…
The Corporate Transparency Act and Beneficial Ownership Information Reporting
Aug 31, 2023
In 2021, the Corporate Transparency Act (CTA) passed with bipartisan support. As part of the Anti-Money Laundering Act of 2020, the CTA is intended to help bring US law in…
But, would you live for them?
Jun 30, 2023
But, would you live for them? Dear Friends, As an estate planning lawyer, I deal with death everyday. Everyday, people in my life die, and our office gets “the call.”…
Case Study: Tax Efficiency in Mergers & Acquisitions
Jun 25, 2023
Putting together a deal for one company to purchase another is always a complex proposition. Balancing sale terms so that risk and reward meet each party’s expectations and completing the…
California Homeowners’ Exemption vs. Homestead Exemption
May 08, 2023
Most homeowners aren’t experts on all the details of the laws affecting their homeownership, and it doesn’t help when two rather different legal benefits have confusingly similar names. In California,…
83(b) Elections: What You Need to Know
May 02, 2023
In certain circumstances, an employee may receive restricted stock as part of their compensation package. Restricted stock is a type of equity compensation in which the employee (perhaps a corporate…
What to do when a Loved One Dies?
Apr 18, 2023
“First of all, breathe, because nothing on this list is worth losing your peace of mind. Take time to grieve and be with your family. Decisions made when you’re dealing…
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