Scott Harshman’s article "The Benefits of Early Termination of a Charitable Remainder Trust" was published by the Elite Advisor Forum. The Charitable Remainder Trust (CRT) is a common estate-planning device used to defer income taxes, provide an income stream for the life of the grantor, and make a gift to charity upon the grantor’s death. […]
Michael Gold’s article, "Team and Shareholder Agreements: The Commercial Pre-Nup (Part 2)" was published by the Elite Advisor Forum. Over the years, we have received many calls from upset advisers who had formed advisory firms. The issues are diverse. Sometimes minority owners claim they are being cheated out of what they thought was theirs. We […]