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LLC Preferred Interest Qualifies For Marital Deduction

In a recent private letter ruling, the question was raised whether an LLC interest that received a preferred return with additional LLC cash flow going to other common interests could qualify for the marital deduction if...more

The charitable corporation: A trust in disguise?

The charitable trust can have certain practical advantages over the charitable corporation, at least in some quarters and under certain circumstances. Operational simplicity and low-cost maintenance are some of the pluses....more

Insight on Estate Planning - October/November 2013

In This Issue: - To preserve your wealth, consider a DAPT - Estate planning for same-sex spouses: What the Supreme Court’s DOMA ruling means - Using an FLP or LLC? Beware the step transaction...more

Wills, Trusts and Estates Newsletter - February 2013

In This Issue: - How to Protect Your Assets as a Business Owner - Separated But Not Divorced: Don’t Wait to Update Your Estate Plan - Tales from the Cliff: Estate Planning Policy for 2013 and Beyond -...more

“Fiscal Cliff” Tax Bill: The Highlights

While the new law is projected to raise taxes by about $600 billion in the next 10 years, it offers some comfort for many taxpayers who may have been preparing for the worst ...more

The trustee is not relieved of the duty to defend the trust just because the beneficiary happens to be getting divorced.

The trustee's primary allegiance is to the beneficiary, not to the non-beneficiary spouse or ex-spouse, unless the express terms of the trust provide otherwise. Thus, when there is marital discord, the trustee must suppress...more

The 2010 Tax Relief Act and How it Affects 2012

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the 2010 Tax Relief Act. Everything may change at the end of 2012 so it is more important than ever to take a look at...more

Estate Planning & Probate Q&A; Business Formation Q&A

Q&A on Estate Planning, Probate, and Business Formations...more

Succession: Is Keeping the Business in the Family Necessarily the Best Course?

Whether you should transfer ownership of the family business to your offspring may depend on your needs and the ability of your company, after the transfer, to support two families...more

Business Succession: Who Will Run Your Business After You're Gone

Many entrenepreneurs have spent decades building their business right alongside raising their family. But for as much calculating thought as they have put into running a profitable company, they probably have devoted mush...more

DPA Summer Newsletter 2011

Our Summer Newsletter. Our website has loads of resourceful material that may be of interest, take a look at our resource center and fact sheets. In this issue we have articles on Wills, Trusts, Transferable Nil Rate Bands,...more

Family Office Exemption Narrowly Defined by S.E.C.

Following the stock market crash of 1929 and the Great Depression which followed, Franklin D. Roosevelt’s 1932 democratic campaign platform called for regulation of the securities exchanges “to the full extent of federal...more

Ten Planning Issues to Prepare a Business for Sale

The following ten planning issues will help prepare the business for sale and reduce unanticipated problems that may arise when a prospective buyer begins investigating the business for possible purchase. Regardless of...more

Business Owners – Is Now the Time to Sell?

As business revenues and values have declined over the past number of years, many owners delayed the possible departure from their business through retirement or sale, either waiting for things to get better, or as result of...more

Sharing the Family Business Without Giving Up Control

A useful strategy for protecting assets during a down economy and minimizing estate tax liability is starting a family investment company (FIC). Who can use this plan? Families who want to lessen their estate tax burden,...more

What Do Your Twitter Stats Really Mean?

To anyone on Twitter, raise your hand if you don’t pay attention to your number of followers. No matter how not vain you claim to be, your follower number is something that tugs oh-so-gently at your consciousness. To those...more

Asset Protection Planning - Part 2

The first goal of a sound financial plan is to protect your personal and business assets from potential lawsuits and claims. ...more

Newsletter

This is our most recent newsletter to our clients. We try to provide them with information they can use, but may not otherwise see in our local media....more

Estate Planning and Probate Q&A

Answers common estate planning and probate questions regarding wills, powers of attorney, life support directives, trusts, cost, and the probate process and costs....more

The Pitfalls of Improper Titling of your Assets

The Pitfalls of Improper Titling of your Assets This Article discusses why a regular review of the titling of your assets is of the utmost importance....more

Do’s and Don’t of the Client Intake Process

In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month. Hopefully by...more

Don’t Spend One More Penny On Legal Marketing Until You Read This……

If you’re like most lawyers, your marketing budget runs on average of $2,000- 4,000 a month. This might include everything from direct mail to email marketing, Google adwords campaigns, ads in local publications or seminars...more

Financial Planning Form

This document is used as an aid to any estate planning, family law or business planning matter....more

How do you look for the right attorney?

Working with the right attorney makes all the difference. Here are steps to consider in a very important decision....more

The Virtual Paralegal Advantage: Leverage Technology and Paralegal Support for Maximum Profitability

Most attorneys are aware of the benefits of increased technology to the practice of law and the value that an experienced competent paralegal can add to a firm's bottom line. Many attorneys are not aware, however, that the...more

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