Considerations for Choosing a Trustee or Executor


How to choose an executor and trustees

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


Succession planning for family-owned businesses

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


Captive insurance compliance and governance

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 ...

Considerations for Contesting a Trust or Will


Contesting a will or trust

With estate planning, it is important to take steps to prevent potential legal challenges to your will and any trusts you have set up. But what if you find yourself on the other si ...

The Human Aspects of Estate Planning


Estate planning for your beneficiaries

Estate planning — particularly for highly compensated individuals and business owners — is often perceived as a complex process of entities, legal documents and tax law complia ...