Archive | Estate Planning

Bowen_Rebecca

When Estate Plans and Shareholder Agreements Collide

By on December 8, 2014

The Virginia Supreme Court recently provided a reminder of the importance for small business owners to coordinate their estate plan with a shareholder agreement or other corporation, partnership, or limited liability company agreements. In Jimenez v. Corr, 2014 Va. LEXIS 153 (Oct. 31, 2014), the Court addressed whether the disposition at death of the shareholder’s […]

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Izzo_Paul

Estate Planning for Boomers in 2010

By on October 23, 2010

While the need for estate planning, including wills or trusts, for Boomers (of whom I’m a card carrying member) is the same as it is for individuals of all ages, there are a few identifiable trends that seem particularly relevant to Boomers. Blended families. It has become increasingly common in my practice to work with clients […]

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