Your Guide to the Ins and Outs of Funding Your Trust By: Barry E. Haimo, Esq.September 27, 2024 Today, we’re diving into a crucial topic: trust funding. If you’ve completed your estate planning and established a trust, you’re ahead of the curve. You...
What Are Profits Interests and Why Should You Care? By: Barry E. Haimo, Esq.July 11, 2024 Let’s explore a valuable tool for partnerships: profits interests. Whether you’re looking to reward key personnel or align their interests with the company’s...
Read the Transcript Don’t forget to download our FREE: Business planning stress test https://legacy.haimolaw.com/Business-Planning-Stress-Test Florida business entity comparison chart https://legacy.haimolaw.com/business-entity-comparison-chart Additional...
Trust Disclosures: What You Need to Know about Notices and Accountings By: Barry E. Haimo, Esq.June 21, 2024 If you are administering a trust, there is certain information that you are required to provide to particular parties. This information is covered under an...
What (and Who) Is Involved in Managing Your Trust? By: Barry E. Haimo, Esq.June 24, 2024 Managing a trust can be a complicated job, which is why it is so important to make sure you choose the right trustee. There are a variety of skills required to make sure...