Insights
A periodic publication from the partners — observations on changes in the statute, the courts, and the families we advise. Never daily, never automated.
February 14, 2026 · 8 min read
With the federal estate tax exemption scheduled to drop substantially, many families with non-taxable estates today may have taxable estates next year. We outline the three planning moves available now, and the one to avoid.
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November 30, 2025 · 6 min read
A surprising number of closely-held businesses still operate under shareholder agreements drafted in the 1980s. Most are unenforceable in their current form. A primer on what to look for, and when to rewrite.
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September 4, 2025 · 5 min read
Annual trustee accountings are not the same as reading the trust. We make a case for a yearly review, with the firm in attendance, of the document that governs your fiduciary obligations.
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June 22, 2025 · 7 min read
For founders facing an exit or a windfall, a Charitable Remainder Trust can convert a concentrated, low-basis position into a diversified income stream — and a legacy. The mechanics, and the common mistakes.
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We publish a printed quarterly for the firm’s clients and a small number of advisors. To request a copy, please write to the office.
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