By Matthew L. Caras, Leaders LLC It all started just as you would expect. One of the owners of a business based in Virginia, who is active in the industry and always out and about, had lunch with a key…
CASE NUMBER 19, THE MOLLAR FAMILY A METHOD TO BRING A PARTNER INTO THE OWNERSHIP OF A PROFESSIONAL PRACTICE IN WHICH THE FOUNDERS ALSO OWN THE PROFESSIONAL BUILDING Sue and Eric Mollar met at the University of Pennsylvania Graduate Dental…
CASE NUMBER 18—A SAD FAMILY BUSINESS SITUATION Family businesses are not always successful. They are not always passed down to the next generation. In…
CASE NUMBER 17---THE MILLER MARINA STORY USE: OF A SPECIAL TAXPAYER FAVORED DOCTRINE When David Reed returned to his office at 100 Middle Street in Portland late Friday afternoon, July 9, 1982, he was presented with a stack of blue message…
Download this article as a Free PDF CASE NUMBER 16, THE WALKER FAMILY: USE OF A LITTLE KNOWN TAX CASE TO HELP A FAMILY BUSINESS WITH AN UNUSUAL REAL ESTATE TAX PROBLEM Bill Walker was a frequent visitor to 100 Middle…
Download this article as a Free PDF CASE NUMBER 15, THE LAMBERT FAMILY: USE OF A CAPTIVE INSURANCE COMPANY FOR RISK MANAGEMENT AND ECONOMIC BENEFIT Pierre Lambert, III is a third generation maple sugar farmer. His family “farm” consists of 1,400…
Family Business: Case #7, Chapter 3 - The Hurst and Howard Family Law Firm Read Chapter 1 - Sales Techniques for a Family Owned Law Firm | Read Chapter 2 - Marketing Techniques for a Family Owned Law Firm David…
THE MARTIN FAMILY—CHAPTER 3 of 3 (Read Chapter 1 and Chapter 2) This Chapter Involves Multiple Issues with Individual Retirement Accounts (IRAs) and Planning for Tax Consequences Tom had opened an IRA account early in his career, even before he…
The Martin Family - Chapter Two Read Chapter One Multiple Life Insurance Issues and a Surprise Opportunity David always followed the same procedures in helping his family business clients: Assemble complete and accurate facts for the family and the business.…
Submitted by Patrick C. Coughlan, Esq. Conflict Solutions Conflict Solutions has a long and successful history of assisting family businesses in resolving their litigation with family shareholders and employees. Patrick has been mediating such disputes since 1989, Devon since 2006,…