Seven Estate Planning Techniques That You Might Not Know (But Should)

November 9, 2017 Seminar Materials

On November 9, 2017, Verrill Dana Attorneys Sarah Grandfield and Jennifer Green hosted a 1-hour webinar entitled, "Seven Estate Planning Techniques That You Might Not Know (But Should)." The webinar was presented in partnership with the ACC-Northeast. The webinar focused on tax-advantaged estate planning techniques that in-house counsel, company owners, and corporate executives should consider in order to minimize tax liability and maximize legacy.

As a courtesy to those unable to attend, the slide deck and recording of the webinar are linked below. We encourage you to share this information with any colleagues who may find the program useful.

Slide Deck:

Presentation slides shared at this webinar can be accessed here.

Stream Webinar:

Click here to stream the webinar.

Firm Highlights

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Litigation and Negotiations of Trust

We represented the client and other family members in litigation and negotiations resulting in a settlement pursuant to which the Trustee of a Trust established by the client's late parent, with assets approaching $500,000,000.00...

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U.S. and Foreign Tax Liabilities

We furnished advice to a client who is a U.S. permanent resident (green card) but a citizen of another country, in coordinating his estate planning and that of his parent (a citizen of that...

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Sales of Interest

We have assisted a client and his other advisors in creating and implementing a plan, involving gifts and sales of interests to trusts for the benefit of younger generation family members, involving hundreds of...

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Estate and Tax Planning

We provided estate and tax planning, in conjunction with advice from other advisors, to the majority owner of a major family controlled network of businesses to ensure transfer of ownership and control to younger...

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Family Business Termination

We represented key family members operating an extensive family business consisting of numerous operating companies and commercial real estate properties in delicate and volatile negotiations with a senior executive and family member leading to...

Publication/Podcast

2020 Estate Planning Update

SECURE ACT What you need to know : The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020. The most significant provisions of the SECURE Act involve...

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Estate and Tax Planning

Representation of a client in connection with estate and tax planning involving net worth in excess of $500,000,000.00, including major philanthropic plans, disposition of an exceptionally valuable art collection and provisions for a non-citizen...

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Company Ownership and Succession

We provided advice to the sole owner of a significant privately held company in helping the owner to resolve the tensions inherent in his goals to maintain family control over ownership and management of...

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Prenuptial Agreement

We represented the daughter of billionaire parents in negotiating a prenuptial agreement, including crafting disclosure of both interests in trusts of which she is currently a beneficiary and her contingent interests in assets that...

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Trust Holding Dispute

We represented one of the independent trustees of a trust holding multibillion dollar investments in two public companies in the context of a family dispute respecting control of the family's interest in those companies...