Searching Content indexed under Wealth Management by McLane Middleton, Professional Association ordered by Published Date Descending.
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New Considerations In Family Partnership Planning
Notwithstanding this landscape, the family limited partnership as a planning strategy remains viable and offers many benefits.
United States
2 May 2019
The New Hampshire Foundation Act: A Solid Foundation For Wealth Management On A Global Scale
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
United States
19 Mar 2019
Employers Beware, The Government Shutdown Did Not Stop IRS Collection Activity
Although the government shutdown appears to be over, at least temporarily, businesses will need to deal with the aftermath of the lengthy shutdown.
United States
31 Jan 2019
Using An Advisory Board As A Planning Tool
Only a third of family businesses survive from the founding generation to the next.
United States
21 Mar 2018
Trust Can Protect Assets From Creditors
Q: My neighbor, an OB-GYN, recently mentioned that she created a special Trust to help protect some of the assets of which she has worked so hard to accumulate...
United States
7 Sep 2015
Starting A Business Together
What happens to an owner’s interests in the business if he or she dies, retires, or wants to sell that interest, or if a majority decide that an owner must be expelled?
United States
19 Jan 2015
IRS Cracks Down On Undisclosed Foreign Accounts
The message from the IRS to owners of undisclosed foreign financial accounts is clear: Enter the IRS Offshore Voluntary Disclosure Initiative or risk criminal prosecution and/or enormous civil penalties.
United States
4 Mar 2013
Seacoast Online: What To Do When A Client Becomes Mentally Impaired - 6/2010
A discussion on the matters to be taken into consideration by wealth managers when being faced with the issue of their client's future mental incapacity.
United States
18 Feb 2013
Clients' Sensitive Medical Records
This question was answered by Alexandra Breed of the McLane Law Firm: Q: I am a semi-retired psychiatrist operating as a solo practitioner private practice. Are there specific provisions I should have in my estate plan that will protect my clients’ sensitive medical records in the event of my death?
United States
5 Mar 2012
Fiduciary Powers vs. Duties And Pretermitted Heirs
Q: Citing trust provisions empowering him to mortgage real estate, the trustee contends that he has the discretion to mortgage trust property. Is the trustee right?
United States
25 Jan 2012
Closing the Loopholes: New Laws For In Terrorem (No Contest) Clauses In Wills And Trusts
Continuing with its effort to make New Hampshire the best trust environment in the United States, legislators recently took steps to reform some of its estate and trust laws.
United States
6 Jan 2012
Independent Contractor Or Employee?
I am a financial planner, and I suspect an elderly client may no longer have the capacity to make sound financial decisions.
United States
20 Oct 2011
Will And Trust Contests: The Attorney-Client Privilege
The children of your deceased client are in litigation over the Will and Trust you prepared.
United States
4 Oct 2011
Wills And The Pretermitted Heir Statute
My father recently died, and I discovered that he left me out of his Will.
United States
18 Jul 2011
Considering A Prenuptial Agreement
Prenuptial agreements, once an anomaly, are becoming much more common, even for first marriages
United States
13 Jul 2011
Analysis Of The New Mandatory Self-Disclosure Rule In Family Division
Effective April 1, 2011, new Family Division Rule 1.25-A will bring significant changes to the practice of family law in NH.
United States
10 May 2011
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