This valuable guide assists attorneys in choosing the most effective means for protecting a client’s marital, family, and business assets while navigating tricky areas such as offshore trusts to avoid improper transfers.
The sophisticated guidance in this handbook for bankers, bank counsel, real estate attorneys, and others involved in the lending process is the product of the author’s many years of documenting, administering, and enforcing loan documentation.
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
The COVID-19 crisis is having an unprecedented effect on business valuations. A panel of experienced attorneys and financial experts explains how valuations are affected by market volatility and offers in-depth review of specific issues like underwater stock options, financial accounting, and executive compensation, incentives and severance.
COVID-19 is impacting business valuations and the market in general with depressed company values and extremely low interest rates. Learn about estate and gift planning strategies that may be advantageous during this volatile situation, including planning opportunities with Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, and Spousal Lifetime Access Trusts.