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Succession Planning Grantor Retained Annuity Trusts (GRATs)

Proskauer Rose LLP

Wealth Management Update - January 2024

Proskauer Rose LLP on

January 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The January applicable federal rate (“AFR”) for use with a sale to a defective grantor...more

Lathrop GPM

Transferring Your Family or Closely Held Business: Part 1

Lathrop GPM on

Transition planning to a family member or other “insider” requires time and forethought to successfully handle both the financial and operational considerations of a family or closely held business. Transitioning ownership...more

Davis Wright Tremaine LLP

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

McNees Wallace & Nurick LLC

Transferring the Family Business Timing is Everything

One of the most important factors to consider in any business succession plan is the timing of the transition of ownership. Whether a sale or a gift (or combination of the two), no transition should occur before the next...more

Troutman Pepper

Maximizing The Value Of Your Business For Your Heirs

Troutman Pepper on

One of the most difficult issues facing the owner of any successful business is how the business, or the personal wealth that it represents, can be preserved for the benefit of his or her family after death. While it is...more

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