Lisa Roberts-Mamone

Lisa Roberts-Mamone

BakerHostetler

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Normalizing Prenuptial Planning

Prenuptial planning is a common consideration for clients who are getting married. There are several circumstances where a prenuptial agreement is particularly useful, such as second (or perhaps third) marriage situations,...more

9/20/2013 - Marriage Prenuptial Agreements

Careful Estate Planning Required When Transferring S Corporation Shares to Trusts

S corporation shareholders must be careful not to inadvertently terminate their closely held company’s S election when engaging in estate planning....more

8/19/2013 - Choice of Entity Estate Planning Private Company Shares S-Corporation Stock Options Trusts

Required Updates for Entity-Assigned EINs

On May 3, 2013, the IRS issued final regulations that will require all persons (including trusts and estates) with employer identification numbers (“EIN”) to provide updated information to the IRS in a prescribed manner...more

6/5/2013 - EIN IRS

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