G. Matthew Loftin

G. Matthew Loftin

Davis Wright Tremaine LLP

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Should a Family Business Owner Make a Charitable Gift of Her S Corporation Stock?

Owners of family businesses are often looking to support charitable causes, while also seeking to obtain the most tax efficient outcome from such donations. Generally, a charitable contribution of appreciated property allows...more

2/22/2017 - Charitable Donations Family Businesses S-Corporation

Washington’s New Trustee Delegation Law: Allowing Fiduciaries to More Easily Keep Businesses in the Family

If you are a family business owner in Washington who wants to place control of your business in the hands of a trustee until your beneficiaries are ready to assume control, or for other reasons, a recent change in Washington...more

10/11/2016 - Beneficiaries Estate Planning Family Businesses Fiduciary Duty Trustees Trusts

Life Insurance's Role in Family Business Planning

Family business planning is best served by having a knowledgeable advisory team, and a good team includes an expert on insurance. We found an article discussing the role of life insurance in family business planning in a...more

3/16/2016 - Business Succession Buy-Sell Agreements Family Businesses Insurance Industry Life Insurance Succession Planning Wealth Management

Keeping the “Family” in Family Business: Succession of Ownership Does Not Always Mean Succession of Control and Income

As family business owners often are advised, business succession planning should include some form of estate planning. This advice is especially true when an owner wishes to transfer a business to future generations by gift...more

1/6/2016 - Change of Ownership Estate Planning Family Businesses GRATs Succession Planning Transfer of Interest

Estate, Gift, and GST Taxes in 2013: American Taxpayer Relief Act of 2012 and Other News

The American Taxpayer Relief Act of 2012 (the “Act”) was signed into law on Jan. 2, 2013, avoiding dramatic changes to tax exemptions and tax rates on transfers subject to federal estate, gift, and generation-skipping...more

2/5/2013 - American Taxpayer Relief Act Estate Tax Generation-Skipping Transfer Gift-Tax Exemption Retirement Plan Transfer Taxes

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