News & Analysis as of

Surviving Spouse Buy-Sell Agreements

Ward and Smith, P.A.

Family Affair: Potential Problems with Family-Owned Businesses

Ward and Smith, P.A. on

Some of the most heartbreaking situations we see in our closely-held business and estate practices are families torn apart over differences in dealing with family-owned businesses. When there are problems with...more

Proskauer Rose LLP

Wealth Management Update - June 2016

Proskauer Rose LLP on

June Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts The June ยง 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs...more

McNees Wallace & Nurick LLC

Life Insurance and Estate Planning

Life insurance can play an important role in estate planning. It is important to understand the uses and purposes of life insurance and the tax consequences of owning a policy and receiving a death benefit....more

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