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Results: 1-10 of 35

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"


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


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


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


Preserving Your Family Business (or Sale Proceeds) for Generations
  • Davis Wright Tremaine LLP
  • USA
  • April 11 2016

As promised, below is a follow-up to my February 29th post. There, I discussed estate tax planning. Below, I want to introduce generation skipping


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


On the Horizon: Will the 2017 Real Estate Market Affect Your Family Business?
  • Davis Wright Tremaine LLP
  • USA
  • December 5 2016

Many family offices and established family businesses have a great deal invested in real estate. For some, these are active investments involving


Five legal documents every family business should have (and use)
  • Davis Wright Tremaine LLP
  • USA
  • August 31 2015

Every business is different. Certainly, every family is different. But family businesses, as a group, share certain challenges and opportunities. In


New Year’s Resolution - Easy First Steps Toward Succession Planning
  • Davis Wright Tremaine LLP
  • USA
  • December 21 2015

Time passes way too quickly. With the blink of an eye, another year is almost gone. For those of you who had resolved to begin the succession


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