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When one of your stockholders wants to sell, a right of first refusal ("ROFR") clause gives someone else, often the company or its investors, the right to step in and buy those shares first, on the same terms as any outside offer.

High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting

Charitable giving incentives and the tax reliefs enjoyed by nonprofit institutions form an important part of tax policy in the Anglo-North American world.

As the new year approaches, we present our annual year-end advisory for 2025.

On Aug. 29, 2024, the Financial Crimes Enforcement Network ("FinCEN"), a bureau of the United States Department of the Treasury, issued a final rule ("Final Rule")...

California family courts have broad powers under the Family Code to consider the nature of assets held directly or indirectly for the benefit of spouses and parents when determining the amount...

Estate planning across borders is a complex game that can cost millions in unnecessary taxes and legal headaches if not done correctly.

Newly-disclosed asbestos bankruptcy trust claim forms from the Garlock 1 bankruptcy reveal a pattern of inconsistent claiming from one trust to another.

In 1959, to consolidate their family businesses and make it easier to obtain financing, Michael ("Mickey") Redstone and his two sons, Sumner and Edward, formed National Amusements, Inc. (NAI).

In this episode of Splitting Heirs, host Warren K. Racusin sits down with Deb Guston, partner Guston & Guston, LLP, and Kim Mutcherson, professor of law at Rutgers Law School...

The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act").

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews

When life forces the question of exiting your LLC—through death, divorce, disability, or departure—the difference between a clean exit and financial disaster lies in your operating agreement's transfer provisions.

How These Powerful Estate Planning Tools Can Transform Your Wealth Transfer Strategy...

A revocable living trust (sometimes called a revocable inter vivos trust) is a legal arrangement you create during your lifetime to hold legal title to your assets.

Navigate estate planning for a beneficiary with addiction issues in California. Learn to protect their interests with spendthrift trusts and smart strategies.

Understanding the different types of powers of attorney in Oklahoma is critical for protecting your family and business when you cannot act for yourself.