LEGAL INSIGHTS
A Trustee Is Not A Babysitter
What are the limits of a trustee’s obligations to the beneficiaries of a trust? When an unhappy beneficiary lost her...
When an Adult is Vulnerable to Financial Abuse or Exploitation
What happens when a young woman, brain-damaged and memory-impaired as a result of drug abuse and alcoholism, inherits a large...
To Discount or Not to Discount, That is the Question
Let’s say you are a minority shareholder in a closely held business, where you own a bit more than a...
A Conflict of Interest Right at Home
Donald Trump’s global web of business relationships has triggered discussion about potential conflicts of interest in the White House. For...
Year-End Tax Planning Moves for Individuals
A number of tax breaks for individuals are set to expire at year-end. These include: the exclusion of income on...
Year-End Tax Planning Moves for Businesses and Business Owners
• Businesses should consider making expenditures that qualify for the business property expensing option. For tax years beginning in 2016,...