G. Matthew Loftin

G. Matthew Loftin

Davis Wright Tremaine LLP

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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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