Archives: Newsletters

FEBRUARY 2017 NEWSLETTER

Friday, October 13, 2017

Using An Intentionally Defective Grantor Trust To Reduce Your Federal Taxable Estate An intentionally defective grantor trust (IDGT) is a type of trust that allows you to transfer assets to a trust removing the assets from... Continue Reading

DECEMBER 2016 NEWSLETTER

Friday, October 13, 2017

Updating Valuations for Buy-Sell Agreements The purpose of a Buy-Sell Agreement is to provide for the triggering events upon which one shareholder, member or partner in a business has the right or option to buy another... Continue Reading

MAY 2016 NEWSLETTER

Friday, October 13, 2017

Lessons Learned From The Past Recession For Trends In The New Real Estate Market To an extent, the most recent recession is reshaping the resurgence of the commercial and residential real estate market with fresh eyes, new... Continue Reading

FEBRUARY 2016 NEWSLETTER

Friday, October 13, 2017

A CHILD’S RESPONSIBILITY FOR MEDICAL OR NURSING HOME COSTS OF HIS/HER PARENTS Whether you can be held responsible for the medical or nursing home costs of your parents depends on where you live. Although more than half of... Continue Reading

JANUARY 2016 NEWSLETTER

Friday, October 13, 2017

The Negotiation Of A Business Or Commercial Real Estate Loan With the relatively new Dodd-Frank borrowing restrictions passed by Congress, lenders being extremely rigid and uncompromising with borrowers, and the ever growing... Continue Reading