Beneficiary Defective Irrevocable Trusts
Dec 17, 2025
Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…
Asset Sales vs. Stock Sales
Dec 17, 2025
Valuation and Deal Structuring, Part 1 Top 3 Key Takeaways Read the full blog here: In a business sale, the sale structure has significant implications for liability exposure and tax…
Do You Still Need a Lawyer in the Age of…
Dec 04, 2025
In a world where artificial intelligence tools are available at everyone’s fingertips, one question has become increasingly common: Do I even need a lawyer anymore? It’s a fair question—especially when…
Private Placement Life Insurance
Oct 11, 2025
Top 3 Takeaways: Read the full article here: Passage of the One Big Beautiful Bill Act on July 4, 2025, ended an unwelcome period of uncertainty for estate planning by…
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…
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…
Trust and FDIC Insurance: How Much is Covered?
Mar 13, 2023
With the sudden closures of some major regional and industry-specific banks, many people are worried about their FDIC coverages for accounts held in trust. This is a good opportunity to…
Taxation of Trusts
Mar 09, 2022
How Trusts are Taxed We can talk hours about the intricacies of trust taxation, but here are some basic concepts that will still go a very long way when it…
Foreigners Owning U.S. Real Property
Mar 08, 2022
This is Part 3 in a three-part series about Estate Planning for Non-Citizens. In Part 1, I discussed general issues involving non-citizen planning. In Part 2, I discussed what is a…
Qualified Small Business Stock & Use of Non-Grantor Trusts
Feb 21, 2022
This is Part 2 in a series I have written on the use of QSBS in estate planning. Part 1 focused on what is qualified small business stock. QSBS &…
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