Wealth Matters

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June 2017

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Estate Planning and Shareholders’ Agreements

Carla Figliomeni

The importance of a properly drafted shareholders’ agreement in the context of a business owner’s estate plan is often overlooked. Having a will, or multiple wills, to control what happens to the estate is important; but if a business owner...

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The Pitfalls of Disability Planning

Hilary Van de Kamer

When a testator is considering leaving assets to a beneficiary who has a disability, there are important factors that the testator needs to examine to ensure that the disabled beneficiary is appropriately protected. With new and proposed tax laws, the...

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Displaying 1-2 of 2