News & Analysis as of

Succession Planning

Partridge Snow & Hahn LLP

Recent Supreme Court Decision Upends Business Succession Planning Strategies

In Connelly vs. United States (602 U.S. 257, June 6, 2024), the Supreme Court unanimously ruled that in a redemption of a deceased shareholder’s shares of stock, the corporation’s fair market value should include the proceeds...more

Lippes Mathias LLP

Three Essential Estate Planning Documents Everyone Needs

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A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more

Carey Olsen

Wills and estates in the Cayman Islands

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Without advance planning the task of determining an individual’s final wishes and administering a deceased’s estate can be time-consuming and expensive. Set out below is a summary of the various ways in which an individual...more

IR Global

Navigating the Complexity of Succession Planning: Lessons from a Case Study

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Succession planning is a multifaceted endeavor that requires careful consideration of various factors to ensure a seamless transition of business ownership. In a recent video, succession planner Jeff Faulkner highlights the...more

Carey Olsen

A guide to Cayman Islands STAR Trusts

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The Cayman Islands provides for a unique form of statutory trust known as a “STAR Trust”. “STAR” is an acronym for the Special Trusts Alternative Regime, now contained in Part VIII of the Trusts Act (as revised) (the "STAR...more

Falcon Rappaport & Berkman LLP

Estate Planning for Women: Empowering Your Future and Securing Your Legacy

Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for all adults and, in some instances, even more critical for women. Women can face unique challenges and...more

KPMG Board Leadership Center (BLC)

Directors Quarterly: October 2024

This edition includes a financial reporting and auditing update for audit committees, highlights from the KPMG 2024 US CEO Outlook, view on the post-election geoeconomic forecast, CEO succession planning, and the latest in...more

K2 Integrity

[Webinar] Family-Owned Businesses in Italy and Spain: Opportunities and Pitfalls for International Investors - October 29th, 1:00...

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Family-owned businesses continue to play a significant role in the Italian and Spanish economies, accounting for more than 80 percent of all enterprises and around 60 percent of GDP in both countries. In the aftermath of the...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

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Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

Carey Olsen

A guide to blockchain and cryptocurrency regulation 2024: British Virgin Islands (GLI chapter)

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Chris Duncan and Katrina Lindsay have authored the British Virgin Islands (BVI) chapter of Global Legal Insight's sixth edition guide to blockchain and cryptocurrency regulation. The chapter covers the BVI legal requirements...more

IR Global

The Proactive Advisor: Unlocking Growth Opportunities through Strategic Engagement

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In the fast-paced world of business advisory, being reactive is no longer sufficient to meet clients’ evolving needs. Advisors can position themselves as indispensable partners by understanding clients’ growth processes,...more

Levenfeld Pearlstein, LLC

The “Business Succession” Decision: Is an ESOP A Viable Option?

When business owners consider their business succession options, they often determine their objectives, analyze company resources and capabilities, and review strategic alternatives. Among these strategic alternatives are...more

Conyers

The Benefits of a Cayman Islands Family Office

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It has been said that we are in the middle of a multi-trillion dollar transition of family wealth between generations. In order to facilitate that transition, careful planning and management of family wealth and assets need...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 9 No. 3 - September 2024

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WELCOME TO THE SPOTLIGHT - In this issue, we feature an insightful interview with one of our keynote speakers, Alan Harter, CEO and Founder of Pactolus, a private wealth management company. With over two decades of...more

Fenwick & West LLP

CEO Ousters Hit Record Numbers

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According to research firm Exechange, 74 chief executive officers have been fired or forced out this year, which is the highest number since 2017....more

IR Global

Business Advisor Testimonial: The Diverse and Rewarding Work of a Succession Planner

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In a recent video testimonial, a seasoned succession planner Jeff Faulkner with The Rawls Group shared insights into his experience working with a long-time client, who, after exhausting various succession alternatives,...more

IR Global

Boost Client Acquisitions: A Guide for Business Advisors

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As a business advisor, understanding the succession process for business owners can significantly benefit your ability to attract and build a business owner practice successfully. Long-term thinking can be complex for some...more

Miles Mediation & Arbitration

Top 10 Tips to Help Avoid Trouble

As an attorney and mediator who specializes in professional liability cases and issues affecting lawyers and their firms, I’ve learned that while the fact patterns and circumstances of every case are different, even the best...more

IR Global

Diversification Empowers Succession Strategies

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For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more

CDF Labor Law LLP

NLRB, DOJ, FTC and DOL Formalize the Exchange of Information to Help Scrutinize The Impact of Mergers on Workers

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The MOU - On August 28, 2024, the National Labor Relations Board and Department of Labor (“Labor Agencies”) entered into a Memorandum of Understanding with the Department of Justice – Antitrust Division and the Federal...more

Allen Barron, Inc.

Tax and Estate Planning for Small Business Owners and S Corporations with No Employees

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Many small business owners mistakenly believe business succession planning and estate planning is for those with substantial wealth. This is simply a myth which does not reflect the nature of business or home ownership....more

IR Global

Finding Opportunities in Client Files – A 7-step Process

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A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

IR Global

Succession Planning Advisors – How to Become the “Trusted Advisor”

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Connecting with the Values and Motivations of Business Owners - As a business advisor, one of the most crucial skills is communicating effectively. In a recent video by Kendall Rawls, Director of Development with The Rawls...more

Newburn Law

Planning For Mineral Rights: Essential Strategies

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Planning for mineral rights is a crucial aspect of estate planning, specifically for landowners with valuable mineral assets. Mineral rights can significantly impact the value and management of an estate, and proper planning...more

IR Global

Understanding Your Client’s Key Drivers & Growth Cycles

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As a business advisor, one of the most important factors to consider when working with business owners is understanding their motivation and perspective. This is because the way a business owner thinks and acts significantly...more

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