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Real Life Example: Transferring Wealth with Business Interests
Freeborn & Peters LLP
Despite the easing of estate taxes on many taxpayers, many family-held businesses continue to be burdened with large potential transfer taxes. Using a real-life story of one family business, we show
Creating Great Beneficiaries Requires a Robust Distribution Process
Waller Lansden Dortch & Davis
Becoming a great beneficiary starts with having a great trustee. If a trustee devotes the majority of his or her time to administrative matters and managing investments, the wealth distribution
Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures
Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed
Creative Trust Planning for Real Estate Investors and Developers
Wilmington Trust
Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of the Internal Revenue Code section
A Comparison of Self-Settled Trust Laws in Popular PTC States
John M. Bunge, Waller Lansden Dortch & Davis
While laws in the United States generally allow trust property to be protected from the creditors of beneficiaries, there has traditionally been an exception to these protections where property in a
After High School: Your Legal Packing List
Hemenway & Barnes
After the stress of planning for next steps following high school graduation, including the college application process or other life planning, many parents feel as though they are “done.
Tax Reform 2018: How Different Types of Taxpayers Will Be Impacted
Pitcairn
There has been a lot of speculation and confusion about the impacts of the most recent tax reform, with many asking if they have to pay more taxes. Unfortunately, the answer is, “it depends.
Cyber Loss Mitigation for Directors
Dan A. Bailey, Esq., Bailey Cavalieri and Chubb Personal Risk Services
Cyber risk has become a major potential loss exposure for almost any company. As with any other exposure, directors should confirm that reasonable steps are taken to identify, mitigate, respond to,
Trust Basics
Hawthorn, PNC Center for Financial Insight
Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand. Having an
Questions at the Intersection of Choice Entity and Estate Planning
RSM
The Tax Cuts and Jobs Act reduced income tax rate for C corporations from 35 percent to 21 percent in 2018. No sooner was the ink dry on the new law before owners of pass-through entities began to