Carl Holborn

Tax and Wealth Advisor Alert: The Objectives of Good Succession Planning

This the 4th of 11 articles based on our firm’s book The Art, Science and Law of Business Succession Planning.…

5 years ago

IRS Declares Sales of Property From One Spouse’s Grantor Trust to the Other Spouse’s Grantor Trust to be Tax Free Transactions

In a recent Private Letter Ruling the IRS declared that sales of property between spouses and the spouses’ grantor trusts…

5 years ago

Tax and Wealth Advisor Alert: The Five Objectives of Good Succession Planning

In our last article we discussed why a well-constructed succession plan is necessary. In this article, we review the five…

6 years ago

Tax and Wealth Advisor Alert: The Need for Succession Planning

(This is second of our 11-part series of articles based on our book The Art, Science and Law of Business…

6 years ago

Six Questions Every Family Business Owner Should Be Asking

If you own a family business, you should be thinking about your succession plan, whether you plan to sell the…

6 years ago

Undue Influence in Wisconsin Part 3: Alternative Method of Proof

This is the third and final article in a series on undue influence in Wisconsin.  The second method of challenging…

9 years ago

Undue Influence in Wisconsin Part 2: Elements of Classic Undue Influence

This is the second in a series of three articles on undue influence in Wisconsin. In Wisconsin, the four elements…

9 years ago

Undue Influence in Wisconsin Part 1: Inheritance Disputes and Claims of Undue Influence

This is the first of a series of three articles on undue influence in Wisconsin. Unscrupulous people sometimes use undue…

9 years ago

Electronic Data and On-Line Information Is of Increasing Importance During Estate Planning

It has been estimated that over 90% of all business information today is created electronically. Use of social networking websites,…

14 years ago

Congress Debates Limiting Estate Planning Technique: Now Is a Good Time to Consider a GRAT

The grantor retained annuity trust (GRAT) has been a staple vehicle for estate planning since it was first introduced twenty…

14 years ago