Estate Planning Overview

Most high-net-worth people recognize the importance of estate planning. However, many more business owners and highly compensated individuals don’t have the time or in-depth know ...

Beckett Cantley Recognized for Authorship Expertise

Professor Beckett Cantley, JD, LLM, senior partner at Cantley Dietrich, P.C., has been acknowledged by the Social Sciences Research Network (SSRN) as being among the top 10% of aut ...

Considerations for Choosing a Trustee or Executor

When setting up the complex structure of an estate plan, choosing a trustee, executor and other fiduciaries can pose a daunting challenge. Working closely with a tax and estate-pla ...

Continuity & Succession Planning for Business Owners

When you own a closely held business, continuity and succession planning is critical for protecting the value you have built in your company. In fact, this consideration is an impo ...

Compliance & Governance Issues in the Captive Insurance Market

The subject of captive insurance companies (CICs) and tax law violations has been the topic of much discussion over the past year. Matters such as Phoenix 2010 Revocable Trust v. A ...