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MARCH 2016 DIGITAL EDITION
 
 


 

 

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Highlights

 
 
COMMITTEE
REPORT 		 


xx FAMILY BUSINESSES

  • Liquidity planning for family business owners Read
  • Next Gen 2.0: Bringing millennial clients to the next level Read
  • Working effectively with overly controlling clients Read
  • Preparing the family business for sale Read
  • Is life insurance in the family business dead? Read

 

 
  FIDUCIARY
PROFESSIONS		  
  • An effective strategy for disputes with beneficiaries Read
  
  RETIREMENT BENEFITS  
  • Using tax-free income to prepare for the death of the Stretch IRA Read
  
  ESTATE PLANNING & TAXATION  
  • Estate planning with grantor trusts Read
  
 
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