Last month Pat McKay, Partner, was pleased to participate in a Deal Talk podcast with 7 Mile Advisors on The Importance of Preparing Accounting Principles Before Starting a Sell-Side Process. Click here to list to the podcast.
When one trustee isn’t enough, consider appointing a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,