Carl Holborn

Tax & Wealth Advisor Alert: The Five Objectives of Good Succession Planning

In our last article we discussed why a well-constructed succession plan is necessary. In this article, we review the five…

5 years ago

Tax & Wealth Advisor Alert: The Need for Succession Planning

(This is second of our 11-part series of articles based on our book The Art, Science and Law of Business…

5 years ago

Six Questions Every Family Business Owner Should Be Asking

If you own a family business, you should be thinking about your succession plan, whether you plan to sell the…

6 years ago

Undue Influence in Wisconsin Part 3: Alternative Method of Proof

This is the third and final article in a series on undue influence in Wisconsin.  The second method of challenging…

8 years ago

Undue Influence in Wisconsin Part 2: Elements of Classic Undue Influence

This is the second in a series of three articles on undue influence in Wisconsin. In Wisconsin, the four elements…

8 years ago

Undue Influence in Wisconsin Part 1: Inheritance Disputes and Claims of Undue Influence

This is the first of a series of three articles on undue influence in Wisconsin. Unscrupulous people sometimes use undue…

8 years ago

Electronic Data and On-Line Information Is of Increasing Importance During Estate Planning

It has been estimated that over 90% of all business information today is created electronically. Use of social networking websites,…

13 years ago

Congress Debates Limiting Estate Planning Technique: Now Is a Good Time to Consider a GRAT

The grantor retained annuity trust (GRAT) has been a staple vehicle for estate planning since it was first introduced twenty…

14 years ago

Unmarried Couples Taking Advantage of the Homebuyer Tax Credit Should Understand Their Rights

The Homebuyer Tax Credit is scheduled to expire soon. To take advantage of the tax credit, homebuyers must enter into…

14 years ago

Estate Planning for Married Individuals with Children from a Prior Marriage

Effectively drafting estate plans for married individuals with children from a prior marriage can be a challenge. Failure to properly…

14 years ago