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
CREATIVE COMMERCIAL FINANCING TECHNIQUES This is an update of a newsletter that was published five years ago. In recent years, even with the markets beginning to open up and the national and global economy bouncing back,... Continue Reading
TAX ALERTS: New Regulations May Limit Or Eliminate Valuation Discounts For Transfers Of Interests In Family Held Entities The use of Intentionally Defective Grantor Trusts (IDGT), Limited Liability Companies (LLCs) and... Continue Reading
HOW DO I ENTER A DECEDENT’S SAFE DEPOSIT BOX? Regardless of whether you are accessing a decedent’s safe deposit box as the personal representative (the Executor or Administrator) of the decedent’s estate or as a joint... Continue Reading
ENSURING THAT ESTATE PLANNING GIFTS TO YOUR CHILDREN ARE NOT SUBJECT TO EQUITABLE DISTRIBUTION IN HIS OR HER DIVORCE A recent case from the Pennsylvania Superior Court has highlighted the need to make sure that estate planning... Continue Reading