Trusts & Estates Articles

While the process of estate planning should, by its very nature, include the contemplation of our mortality and personal legacy, it often doesn’t. In fact, ...

Living and working in today’s age of instant gratification impacts us all in our personal lives and our professional worlds. Many of our clients expect ...

How to better address this sensitive issue with our clients. With business succession planning, there are many components and moving pieces involved, as well as tremendous obstacles. The most successful ...

The statistics are shocking and sobering. Very few family businesses successfully transition to the next generations. Estate planners may be unaware of the true reasons ...

John Ward's Perpetuating the Family Business is not about saving taxes, rather it is about saving the family and its business. The book, ...

In our practice and in the real world, it is usually easier to purchase real estate than to sell real estate. This often ...

Recently enacted “portability” provisions authorize estate of decedents dying in 2011 or later to elect to transfer their unused $5 million exemption from federal estate ...

Stephen discusses lapsing 2012 estate planning opportunities for large estates holding businesses and real estate. Stephen also explores some of the lesser-reported implications of the ...

A solution for real estate owners when the debt owed on a property exceeds its basis.

A choice of law provision in a trust agreement, as is the case with any contract, may not be enforceable against persons who are not ...