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When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based on that fact pattern. For a more concise and technical explanation of the benefits of a Revocable...
When creating trusts for estate-reduction purposes, nothing compares to the Intentionally Defective Grantor Trust. This type of trust is referred to by the acronym “IDGT.” Called by some as an I-D-G-T and others a word that rhymes with “digit,” the IDGT is an excellent tool for reducing the value of...
Account changes by a loved one are often done in secret, and direct evidence of undue influence is rarely available. In cases where manipulation has led to changes in a beneficiary designation that have caused you harm, the claim typically hinges on whether there was a confidential relationship...
The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure, which can be costly depending on the state’s specific procedure. Secondly, a Revocable Trust is an...
Most Florida residents are aware that Florida has a homestead exemption law, but there is more to it than one might think. There are actually three different sets of laws in Florida that deal with the homestead. One of those is the “save our homes” exemption. The save our homes exemption limits how...
For many clients, the inclusion of revocable and/or irrevocable trusts as part of their overall estate plan is an important feature. Revocable trusts can allow for probate avoidance and estate tax planning, whereas irrevocable trusts can be useful for leveraging the use of gift and estate tax...
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, speaks with Doug Psaltis, chef and owner of Andros Taverna in Chicago and owner of Eat Well Hospitality. Doug reminisces about his life, from growing up in a Greek household and spending...
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, speaks with Stewart Lindsay, Vice President of Corporate Responsibility and Sustainability at Campbell Soup Company. They explore Environmental, Social and Governance (ESG) trends, from...
In this episode of “The Entrepreneur Advisor,” Steven Malitz concludes his Top 20 Countdown of the best negotiation tips for businesses, with Tips #20 and #21: “Think outside the box” and “Don’t get bullied; get it in writing.”
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, speaks with Chris Hetherington, founder, chairman and CEO of Peels, a health and wellness company that markets CBD products from orange peels. Chris describes his career path from NFL...
In this episode of “The Entrepreneur Advisor,” Steven Malitz continues his Top 20 Countdown of the best negotiation tips for businesses, with tips #18 and #19: “Believing in yourself equals victory” and “Don’t get thrown off your game by an obnoxious opponent.”
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, and colleague Stephen Ravin, a partner in the firm’s Bankruptcy and Restructuring Practice, speak with Spencer Ware, Managing Director and Retail Practice Leader of national business...
In this episode of “The Entrepreneur Advisor,” Steven Malitz continues his Top 20 Countdown of the best negotiation tips for businesses, with tips #16 and #17: “Create a sense of urgency” and “Don’t terminate talks; adjourn for the day.”
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, speaks with Brian Berger, principal and founding partner of JBH Advisory Group, which provides a variety of advisory services to stakeholders involved in scalable food service throughout...
In this episode of “The Entrepreneur Advisor,” Steven Malitz continues his Top 20 Countdown of the best negotiation tips for businesses, with tips #14 and #15: “Terms are spokes on a wheel” and “Start negotiating on page 15, not page 1.”
In this episode of “The Entrepreneur Advisor,” Steven Malitz continues his Top 20 Countdown of the best negotiation tips for businesses, with tips #12 and #13: “Create power with knowledge” and “Determine your opponent’s needs.”
In this episode, host Jonathan Havens, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, speaks with colleague Jennifer Beidel, co-chair of the firm’s White Collar and Government Enforcement Practice and a former federal prosecutor, about internal investigations. Jen and...
In this episode of “The Entrepreneur Advisor,” Steven Malitz continues his Top 20 Countdown of the best negotiation tips for businesses, with tips #10 and #11: "Be quiet and listen” and “Know the players.”
In this episode of “The Entrepreneur Advisor,” Steven Malit z continues his Top 20 Countdown of the best negotiation tips for businesses, with tips 8 and 9: “Get the other side to invest time” and “Select the negotiation location.”
In this episode, host Kermit Nash, co-chair of Saul Ewing’s Food, Beverage and Agribusiness (FBA) Practice, and colleague Casey Grabenstein, a partner in the firm’s Litigation Practice, speak with Mark Haraburda, CEO of Barchart, a leading provider of commodities and exchange data. They discuss how...