Episode One: Corporate Divorce – Preventing and Managing the Break-Up of a Business Partnership
PODCAST: Williams Mullen's Benefits Companion - Employee Stock Ownership Plans (ESOPs) Explained
Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast
The Informed Board Podcast | CEO Succession Planning on a Clear Day
Succession Planning to Safeguard Your Law Firm’s Future: On Record PR
Business Succession Planning Podcast with Janathan Allen
6 Key Takeaways | Succession Planning in the Current Banking Environment
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Episode 21 | Where There's A Will, There's A Way
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
Business Succession Planning: Strategies for the Transition
Lawyers on Tap: Tap Tips for Entity Formation and Taxation
Recent Trends in Succession & Estate Planning
For restaurant owners, divorce isn’t just about dividing assets—it’s about protecting the legacy you’ve built and ensuring the future of your business remains secure. Amidst the emotional and financial challenges of a...more
Running a restaurant in New York City is demanding, but planning for the future is just as crucial as daily operations. Without a solid estate plan, a restaurant owner risks legal disputes, unnecessary taxes, and business...more
For restaurant owners, business succession planning is crucial to ensuring a smooth transition of ownership while protecting the legacy of their establishment. Whether the goal is to pass the restaurant to family, sell to a...more
Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler Boyd’s Mac McLean shared...more
Trusts established under the British Virgin Islands’ special trust regime are referred to as “VISTA Trusts”. VISTA Trusts are a form of trust unique to the BVI with special features that make them particularly attractive to...more
If you think your estate planning is a one and done task, think again. As you and your family grow and change, your estate plan needs to change and develop right along with you. That estate plan you thoughtfully created years...more
A STAR trust is a form of trust exclusive to the Cayman Islands and one that has a wide variety of practical applications. Its unique features provide clients with structuring options often not possible with ordinary trusts,...more
The questions of when, how, and to what extent to engage younger generations in a family’s succession process cross nearly all sectors of private client advisory work, both within the US and internationally. Traditionally,...more
This past July, the One Big Beautiful Bill Act (the “Act”) was enacted, completely altering the landscape of tax and estate planning for business owners. One of the most significant changes? A permanent increase to the...more
As a restaurant owner in New York, you face complex financial and legal challenges that go beyond typical business risks. Along with operational responsibilities, you are personally exposed to employment-related claims,...more
A lack of communication is the most common—and most costly—mistake family enterprise owners make when planning for the future. Values-based conversations, proactive planning and collaborative advisory teams can prevent...more
What happens when a marriage ends after 20, 30, or even 40 years? For couples over 50 with substantial assets, divorce isn’t just about separating lives. It’s about untangling decades of shared finances, business...more
What are the essential elements of estate planning for a blended family here in San Diego or across California? According to the U.S. Census Bureau, almost 1 in 5 households in the United States involves a subsequent...more
For musicians, estate planning is not just about deciding who inherits guitar collections or song royalties. It is about protecting your artistic legacy, ensuring your intellectual property is handled according to your...more
In the months preceding the general election in 2024, the owners of many closely held businesses who had not yet given much thought to the disposition of their future estates, including their businesses, decided they should...more
For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth and ensure long-term...more
You’ve put the proverbial blood, sweat and tears into building your business. You’ve navigated its challenges and celebrated its growth. You may even have plans for what’s next — but are you planning for when you’re no longer...more
What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own a business or have a...more
Planning for Generations - As an estate planning attorney, a question I am frequently asked is, “How can we make sure the family cabin, ranch, or rental property stays in the family?” Real property carries deep sentimental...more
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law. The OBBBA is the tax and budget reconciliation package for the current 2025 fiscal year through 2034. While the bill focuses primarily...more
A large part of business sucession planning is structuring the transfer of business ownership. While outright transfers can be less complex, transferring ownership in trust can provide practical benefits that are worth...more
Business succession planning and estate planning are often linked together, particularly in the case of closely held family businesses. In the case of a shareholder who wishes to pass along their shares of an S corporation as...more
On April 30, 2025, Katten hosted Loyola University Chicago's Family Business Center for the "Family Business Through a Legal Lens" program. Private Wealth Partner Adam Damerow and Loyola University Chicago School of Law...more
When family relationships break down, the impact can extend well beyond personal matters, putting the future of a family enterprise at risk. I recently spoke with Patricia Hebert, a collaborative family lawyer, mediator and...more
If you wish to create a new trust or update an existing estate plan, you will need skill and expertise across many disciplines: tax, estate planning, and legal services. Look for a service provider who can seamlessly...more