Corporate Inversions: The Good, The Bad, and The Ugly!

Dear Clients, Colleagues, and Friends, We are all familiar with Charles Dickens’ classic novel, A Christmas Carol. Ebenezer Scrooge is visited by the Ghosts of Christmas Past, Present, and Yet to Come. By reliving his memories and peering into the future, he grows as an individual, developing a more kind and compassionate mentality, thereby benefiting his employees and community. Well, in this 2015 season of the holidays, a different phantom […]

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Controlling Your Facebook Digital Legacy

Dear Clients, Colleagues, and Friends, Twelve years ago, Ellen’s mother passed away after 96 wonderful years of life. She was not the wealthiest of persons, but her life was rich with memories of her children growing up, watching them raise their children, and even getting to know her great-grandchildren. This could not have been more evident than when Ellen went to her mother’s fourth floor New York walk-up to clear […]

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Yes, It Can Happen To You

Dear Clients, Colleagues, and Friends, Legal Malpractice. It lurks in the darkness, waiting to pounce on naïve, unsuspecting lawyers, and yes, even the great ones too. These are two of the most terrifying, haunting words, and in abject terror, we shape our entire professional careers to avoid any situation that could lead us into the deep hole of exposure. We agonize over our daily choices as we feel forced to […]

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Succession Planning Requires Teamwork

Dear Clients, Colleagues, and Friends, “Teamwork makes the dream work, but a vision becomes a nightmare when the leader has a big dream and a bad team.” – American Clergyman, John C. Maxwell Paul can’t believe it’s been forty years since the night he died. The last thing he remembered was blowing out the candles on his 20th birthday cake – then nothing. One minute he was fine, the next […]

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You’ve Prepared Your Assets for Your Heirs… Have You Prepared Your Heirs for Your Assets?

Dear Clients, Colleagues, and Friends, The Loaded Question “Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves, he plows on, determined to get to the bottom of the wild claims his classmates made. “So, […]

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A Man’s Home Is His Castle…Or Is It?

Homemade Homestead Protection Dear Clients, Colleagues, and Friends, Saul can’t sleep. He has a reputation for attention to detail, but he forgot something, he just knows it. Saul probes his memories, thinking back over the past several months to parse out what could possibly be bothering him… Saul sold his company for a huge pile of cash two years ago. A smart guy, he knows how to protect his assets. That’s […]

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Marriage and money

The Most Expensive Divorce in History… Averted!

Dear Clients, Colleagues, and Friends, Life is unpredictable. For instance, the financial pitfalls of a catastrophic divorce can throw devastating curveballs to even the wealthiest titans of industry. Here is one such story: Russian oligarch and French soccer club AS Monaco owner Dmitry Rybolovlev met his wife almost 30 years ago when they were both students in the Ural Mountains.

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