Carl Holborn

Tax & Wealth Advisor Alert: Irrevocable Life Insurance Trust, a Technique to Eliminate Estate Taxes on Life Insurance Proceeds and to Provide Liquidity to an Estate Plan

An Irrevocable Life Insurance Trust (ILIT) is a special kind of trust that is designed to own life insurance. The…

1 year ago

Tax & Wealth Advisor Alert: Spousal Lifetime Access Trusts, A Powerful Estate Planning Tool for Complex Estates

The Spousal Lifetime Access Trust (SLAT) is a type of irrevocable trust that allows married couples to transfer assets to…

1 year ago

Super Lawyers Recognizes 25 O’Neil Cannon Attorneys

Each year, Super Lawyers surveys the State of Wisconsin’s 15,000 attorneys and judges, seeking the State’s top attorneys. Recently, Super…

1 year ago

Tax & Wealth Advisor Alert: How Does Life Insurance Work with an Estate Plan?

We must always expect the unexpected. We can be careful and prudent in our daily lives, but there are certain…

2 years ago

19 OCHDL Lawyers Selected as 2023 Best Lawyers®; Another 4 Named Best Lawyers: Ones to Watch

We are pleased to announce 19 of our lawyers have been included in the 2023 Edition of The Best Lawyers…

2 years ago

Tax & Wealth Advisor Alert: What is an Estate Plan?

We are often asked, “What is an estate plan?” An estate plan can mean different things depending on your unique…

2 years ago

Tax & Wealth Advisor Alert: Irrevocable Income-Only Trusts, How They Can Help You Apply for Medicaid and When they Should be Avoided.

An irrevocable income-only trust can be an indispensable tool when planning for retirement and long-term care expenses. It’s important to…

2 years ago

An Educational Business Series for Success: Setting in Place an Exit Strategy When the Time Comes and Minimizing the Potential for Conflict

In our last article, we reviewed why creating a buy-sell agreement can protect the owners of a company and help…

2 years ago

An Educational Business Series for Success: Why Buy-Sell Agreements are Necessary Even if You Don’t Plan to Sell Your Company Soon

Long before a closely-held business is readied for sale, it should be protected by the owners creating a buy-sell agreement.…

2 years ago