News & Analysis as of

Beneficiaries Succession Planning

Allen Barron, Inc.

Tax and Estate Planning for Small Business Owners and S Corporations with No Employees

Allen Barron, Inc. on

Many small business owners mistakenly believe business succession planning and estate planning is for those with substantial wealth. This is simply a myth which does not reflect the nature of business or home ownership....more

Allen Barron, Inc.

Remarriage and a Blended Family - It's Time for a New or Updated Estate Plan

Allen Barron, Inc. on

Are you considering remarriage? Do you and/or your spouse have children from a previous marriage? If so, remarriage and a blended family are excellent reasons for a new or updated estate plan. Blended families are quickly...more

Allen Barron, Inc.

Success is Built into Business Succession

Allen Barron, Inc. on

Isn’t it interesting that success is built into business succession. Still, most US companies do not have a business succession plan in place. What is business succession planning and how does it enhance your own success and...more

Allen Barron, Inc.

The Importance of Succession Planning for Business Owners

Allen Barron, Inc. on

What is the importance of succession planning for business owners? Why should you be concerned about the development and implementation of succession planning if you own a business or a significant interest in an LLC, S...more

Barnea Jaffa Lande & Co.

Amendments to the Israeli Succession Law

New amendments to the Israeli Succession Law came into effect recently. These amendments aim to alleviate the bureaucratic burden involved both in issuing probate orders or inheritance orders and in supervising estate...more

ArentFox Schiff

Death, Disability, Divorce, and Disputes: Know What Your Key Documents Dictate in the Event of a Crisis

ArentFox Schiff on

Now is a good time to review your trust instruments, family office documents, or company’s governing documents and succession plans to ensure you are prepared to deal with whatever the future brings before it happens....more

Adler Pollock & Sheehan P.C.

Does Your Family Situation Call for a Spendthrift Trust?

You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved ones. But are you concerned that the beneficiaries of your estate might squander their inheritance?...more

Adler Pollock & Sheehan P.C.

Have You Named Successor Fiduciaries?

It’s generally not enough to appoint an executor to handle your estate after your death or name a trustee to administer a trust. Choosing qualified people to fulfill these duties requires forethought and in-depth analysis,...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 5 No. 4, Winter 2021 - Movies That Helped Us Get Through 2020

Robins Kaplan LLP on

Like many of you, in 2020 we turned to a range of media to soothe our moods and pass the time while in quarantine. The lawyers in our Wealth Planning, Administration, and Disputes Group went so far as to build our annual CLE...more

Barnea Jaffa Lande & Co.

How to Arrange the Inheritances of Agricultural Farms

Many landowners in agricultural communities (moshavim) find themselves wondering about the future of the family farm once they have passed. Questions such as how can the estate be bequeathed, to whom, and what the parties who...more

Burns & Levinson LLP

How To Read A Trust

Burns & Levinson LLP on

If you are getting divorced, you may find that your marital assets include interests in one or more trusts. It could be that you and your spouse established the trusts during your lifetime, or perhaps a family member created...more

Ruder Ware

Farm Family Probate

Ruder Ware on

The family farm has always been unique from an estate-planning perspective. Unlike many traditional businesses, a farm business typically holds a disproportionate amount of illiquid assets such as real estate, equipment,...more

Ward and Smith, P.A.

Top 10 Estate Planning Mistakes & How to Avoid Making Them

Ward and Smith, P.A. on

As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes. Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more

Tucker Arensberg, P.C.

Tucker Arensberg, P.C.’s Comprehensive Estate Planning Checklist

Tucker Arensberg, P.C. on

Do You Know Your Assets? Have you identified and valued your assets? If not, consider: ..Do you own any investment property that is subject to a “buy/sell” agreement with one or more persons? ..Do you hold any...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – “Do-It-Yourself” Wills: A Note of Caution

Farrell Fritz, P.C. on

There are lots of “do-it-yourself” Will programs floating around on the internet. You may be able to save legal fees by drafting your own Will – at least up front; but in the long run, the cost usually comes after you die...more

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