Corporate lawyers and estate planning lawyers both play key, but different, roles in the success of business clients. Corporate attorneys typically help businesses choose the proper legal structure, navigate the complexities...more
7/10/2025
/ Buy-Sell Agreements ,
Buyers ,
Corporate Governance ,
Estate Planning ,
Gift Tax ,
Life Insurance ,
Sellers ,
Tax Planning ,
Transfer on Death Deed (TOD) ,
Trustees ,
Trusts ,
Valuation
Generally speaking, family offices are established by families with complex and varying interests to manage investments and provide other services to family members, most commonly associated with business holdings. Family...more
Brian Andreosky, President of Aldrich Capital Advisors, and lawyer Matt Bisturis, Shareholder at Schwabe, Williamson & Wyatt, P.C., discuss steps that private company owners should consider before, during, and after sale of...more
As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, and it’s wise to do so sooner rather than later. In reviewing year-end estate planning...more
As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more
As we enter the final quarter of 2021, there are many things still to do and plan for before the end of the year. There are also some timing considerations given proposed legislative changes and the lead time needed to...more
9/27/2021
/ CARES Act ,
Charitable Donations ,
Estate Planning ,
Gift Tax ,
Income Taxes ,
Paycheck Protection Program (PPP) ,
Tax Planning ,
Taxation ,
Transition Tax ,
Valuation ,
Year-End Tax Planning