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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

When a Handshake Can Be the Kiss of Death for Your Company

by Leslie Marenco | Oct 7, 2014 | Articles, Uncategorized

  Many business deals get done on the proverbial handshake — an email exchange, a discussion on the golf course — but those types of deals could be the kiss of death for your company if they go bad and there is little documentation to back up what you...

A Simple Way for Business Owners to Document Their Legal Agreements

by Leslie Marenco | Oct 7, 2014 | Articles, Uncategorized

  Sometimes you just want to document your own agreements without consulting with a lawyer. Written agreements are binding documents that define the obligations of all parties involved in a specific project or for the sale of a good or service. Written agreements...

Tom Clancy’s $83M Estate’s Family Tax Feud

by Leslie Marenco | Oct 7, 2014 | Articles, Celebrity Estates, Estate Planning, Estate Tax

A tax battle is brewing over author Tom Clancy’s $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. The widow, Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in...

The Atkins’ Method of Trimming TRUSTEE Fat

by Leslie Marenco | Oct 7, 2014 | Articles, Business/ Corporate Law, Estate Planning, High Net Worth

The removal of a trustee from a trust can be a difficult and time consuming process for both beneficiaries and trustees alike. Courts are generally hate to interfere with a settlor/creator’s choice of trustees. However, most states provide trust beneficiaries a...

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