News & Analysis as of

Weak Succession Planning Remains a Problem

Back in January, I wrote that “few things are more important to a company’s success than identifying, hiring and retaining an effective CEO,” and yet many boards of directors pay scant attention to succession planning. (See...more

Changes May Lie Ahead for Certain Wealth Transfer and Succession Planning Strategies

In March, the Department of Treasury issued the administration's 2015 fiscal year revenue proposals for the federal government. Those proposals are described in General Explanations of the Administration's Fiscal Year 2015...more

The Use Of Trusts In Business Succession Planning

INTRODUCTION - The transition of a family owned or closely-held business is an important event for estate planning clients. Historically, the use of trusts has played an important role in business succession planning....more

Succession Planning for CPAs

For most professionals, building their business into a successful enterprise has been their life’s work and is likely their most valuable asset, yet so many fail to plan for its future success and continuation. Most people...more

Succession Planning: No Better Time to Start Than Now

Succession planning for eventual transition of a closely-held business is a multidisciplinary practice that involves careful consideration of legal, business, practical, and (often) familial decisions. Early introspection and...more

"The Estate Planner" – September/October 2013

In this issue: - The GRAT: A limited time offer? - International relations: Estate planning for noncitizens - Avoid probate to keep your estate private - Estate Planning Red Flag – You Don’t Have...more

Now is the Time for Business Succession Planning

Toward the end of 2012, many families with wealth tied to a family business were faced with a choice: 1) avail themselves of the expiring $5.12 million estate and gift tax exemption by gifting interests in their family...more

If You Don’t Have a Multi-Generational Estate Plan, Get One Now!

You’ve worked hard to expand the family business in San Mateo, California, after you took over the reins from your father, who decided to retire a few years ago. Now, you’re reaching the point in life when you’re beginning to...more

Estate Planning Insight: Estate Planning After The American Taxpayer Relief Act Of 2012

The American Taxpayer Relief Act of 2012 (ATRA) was signed into law on January 2, 2013, ending twelve years of uncertainty concerning the federal estate, gift and generation-skipping tax rates and exemptions....more

Insight on Estate Planning - February/March 2013: Strong governance enhances a family business’s value

Too often, family members view their business as a source of wealth without making sure that the company is managed by those best suited for the job. Good governance — carefully documented in writing — can help ensure a...more

The University Of Miami’s Heckerling Institute On Estate Planning Conference

The University of Miami School of Law recently completed its presentation of the 47th Annual Heckerling Institute on Estate Planning. The Institute, which has been held in Orlando for the last several years is the nation’s...more

Estate Planning: Lessons Learned From Dear Abby Columnist Pauline Friedman Phillips

Estate Planning: Lessons Learned From Dear Abby Columnist Pauline Friedman Phillips Pauline Friedman Phillips died in January 2013 at the age of 94 of natural causes after years of battling Alzheimer’s disease. Phillips...more

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