Entre afectos y acciones: Nueva ley para sociedades de familia
Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy
May I Inquire? The Michael Silver pLAWdcast - Episode 9, Gary Wishnatzki from Wish Farms
The Informed Board Podcast | CEO Succession Planning on a Clear Day
Business Better Podcast Episode: Investing in the New Mainstream Economy - A Conversation with Palladium Equity Partners
Business Succession Planning Podcast with Janathan Allen
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
THE ACCIDENTAL ENTREPRENEUR PART V video
THE ACCIDENTAL ENTREPRENEUR PART V Podcast
THE ACCIDENTAL ENTREPRENEUR PART IV
Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One
Podcast: Key ESG Considerations for Family Offices and Foundations
Digital Planning Podcast: Digital Assets in Divorce, Prenuptial and Postnuptial Agreements, Families and Minors
Estate Planning & Family Law: How To Protect Your Assets For Future Generations
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
How Do I Prepare to Sell My Business?
Stealth Lawyer: Mark Russ Federman, Appetizing Shop Owner
The U.S. Chamber of Commerce notes that over 99% of businesses in the United States are "small businesses." Did you know that 99% of U.S. business owners can protect their business through business succession and estate...more
It is estimated that 75 million baby boomers could retire by 2030. Many of these boomers have built successful businesses over decades, and they are now ready to sell as they move into the next phase of their lives. This is...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
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
In the business world, succession planning is often overlooked. Much like writing a will, it feels like something that can be put off indefinitely. Yet for many business owners, their company is more than just an asset; it is...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
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
Irrevocable trusts have long been a valuable arrow in the quiver of the high-net-worth estate planner. An irrevocable trust can provide tax advantages by minimizing estate taxes and preserving wealth for future generations....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
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
Transferring your family business into the hands of a new generation is an exciting opportunity for growth. But with that opportunity also come legal considerations that are crucial to the ongoing success of any business. We...more
Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that...more
Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more
It wasn’t long ago that my partner, Peter Sluka, posted about the Andris case where the Appellate Division, Second Department, reinstated an LLC judicial dissolution proceeding brought by the estate of a deceased member....more
As America’s largest generation approaches retirement age, we are seeing an influx of business owners looking for an exit ramp. Curiously, we are also seeing business owners of younger generations exiting, or planning to...more
Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive,...more
In a recent video, Jeff Faulkner, co-founder of the International Succession Planning Association, spoke about the importance of succession planning for business owners. Faulkner emphasized that succession planning is not...more
Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more
In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more
Succession planning for senior management should be an annual process, managed by the board. Our panel discusses best practices, including how to develop multiple and next-level candidates, how to keep internal candidates...more
Many of us have encountered variations of the following scenario: a parent owns and operates a business; one or more of their children are employed in the business; as the children mature and become more experienced and...more