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Results: 1-10 of 33

Success in Succession: Using Strategic Planning to Address the “Missing Middle”
  • Davis Wright Tremaine LLP
  • USA
  • November 14 2016

Typically, only 12 of family businesses reach the third generation, and as little as 3 make it past the fourth generation. According to PwC’s recent


Do you need a living trust?
  • Davis Wright Tremaine LLP
  • USA
  • March 14 2014

There is a good chance that someone you know, perhaps a friend, family member, or financial advisor, has told you that you need a "Living Trust"


Separate but Equal
  • Davis Wright Tremaine LLP
  • USA
  • August 29 2016

One of the shining examples of successful family businesses at the highest level is Power Corp. of Canada. In 1968, after nearly two decades of


Washington’s New Trustee Delegation Law: Allowing Fiduciaries to More Easily Keep Businesses in the Family
  • Davis Wright Tremaine LLP
  • USA
  • October 10 2016

If you are a family business owner in Washington who wants to place control of your business in the hands of a trustee until your beneficiaries are


Is your estate tax plan out of date?
  • Davis Wright Tremaine LLP
  • USA
  • February 5 2015

Recent changes to the federal estate tax system now permit many more estates to avoid federal estate taxes altogether and also allow more effective


Keeping the “Family” in Family Business: Succession of Ownership Does Not Always Mean Succession of Control and Income
  • Davis Wright Tremaine LLP
  • USA
  • January 5 2016

As family business owners often are advised, business succession planning should include some form of estate planning. This advice is especially true


Be Careful with Living Trusts that Own S Corporation Stock
  • Davis Wright Tremaine LLP
  • USA
  • August 22 2016

In many states, Living Trusts are a person’s key estate planning document. Living Trusts are created to hold assets during life and then dispose of


Estate, gift, and GST taxes in 2013: American Taxpayer Relief Act of 2012 and other news
  • Davis Wright Tremaine LLP
  • USA
  • February 4 2013

The American Taxpayer Relief Act of 2012 (the "Act") was signed into law on Jan. 2, 2013, avoiding dramatic changes to tax exemptions and tax rates


Estate, gift, and GST taxes in 2013: American Taxpayer Relief Act of 2012 and other news (Oregon)
  • Davis Wright Tremaine LLP
  • USA
  • March 1 2013

The American Taxpayer Relief Act of 2012 (the "Act") was signed into law on Jan. 2, 2013, avoiding dramatic changes to tax exemptions and tax rates


Your Estate Plan - Four Documents You Should Be Considering
  • Davis Wright Tremaine LLP
  • USA
  • December 14 2015

An estate plan can be a complicated thing. Attorneys, accountants, advisors all may be involved in pulling together a customized plan that conforms