Carl Holborn

Tax and Wealth Advisor Alert: Selecting a Fiduciary – One of the Most Important Decisions in an Estate Plan

When creating an estate plan, one of the most critical decisions you will make is selecting a personal representative and…

2 years ago

Tax and Wealth Advisor Alert: Charitable Remainder Trusts, A Dynamic Estate Planning Tool to Reduce Taxes and Do Good

Charitable Remainder Trusts (CRTs) are a powerful tool for those looking to support their favorite causes while also securing a…

2 years ago

Tax and Wealth Advisor Alert: Donor-Advised Funds, a Great Way to Do Charitable Giving

Donor-advised funds, or DAFs, are a popular way for individuals to support charitable organizations they care about while also receiving…

2 years ago

Tax and Wealth Advisor Alert: Qualified Personal Residence Trusts – A Planning Technique to Save the Family Home from Estate Taxes

A Qualified Personal Residence Trust (QPRT) allows a homeowner to transfer their personal residence to a trust for a specified…

2 years ago

Tax and Wealth Advisor Alert: Irrevocable Life Insurance Trust, a Technique to Eliminate Estate Taxes on Life Insurance Proceeds and to Provide Liquidity to an Estate Plan

An Irrevocable Life Insurance Trust (ILIT) is a special kind of trust that is designed to own life insurance. The…

2 years ago

Spousal Lifetime Access Trusts, A Powerful Estate Planning Tool for Complex Estates

The Spousal Lifetime Access Trust (SLAT) is a type of irrevocable trust that allows married couples to transfer assets to…

2 years ago

<em>Super Lawyers</em> Recognizes 25 O’Neil Cannon Attorneys

Each year, Super Lawyers surveys the State of Wisconsin’s 15,000 attorneys and judges, seeking the State’s top attorneys. Recently, Super…

2 years ago

Tax and Wealth Advisor Alert: How Does Life Insurance Work with an Estate Plan?

We must always expect the unexpected. We can be careful and prudent in our daily lives, but there are certain…

2 years ago

19 OCHDL Lawyers Selected as 2023 Best Lawyers®; Another 4 Named Best Lawyers: Ones to Watch

We are pleased to announce 19 of our lawyers have been included in the 2023 Edition of The Best Lawyers…

2 years ago