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Family Business Succession Planning is a Process

My clients would tell you that I am a bit of a “technocrat” when it comes to family business succession planning. I have always been intrigued by rolling GRATs, intra-family loans, installment sales to grantor trusts, etc. But I know, … Continue reading

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Business Owners and Estate Tax Planning

I was talking to a friend of mine at a recent Chamber of Commerce event, and we started to talk about the new estate tax. My friend owns three Internet businesses. He said that his businesses, prior to the Great … Continue reading

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Asset Protection Planning – The First Step is Liability Insurance

I have been approached several times by clients who are seeking asset protection planning for their businesses and investments where the client is most interested in talking about the “interesting” things, such as foreign asset protection trusts, cross-collateral agreements, and … Continue reading

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Legacy Decisions and Business Succession Planning

One of the major challenges of estate planning is, without a doubt, business succession planning . All businesses, whether large or small, are complex assets, which inevitably raise many special issues involving insurance, finance, taxes, and a host of other … Continue reading

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Who Are Your Fiduciaries?

The foundation of every well-designed estate plan is the careful selection and appointment of your “fiduciaries.” A fiduciary is any person who, legally speaking, has been given a special relationship of trust and confidence by another person. In the estate … Continue reading

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