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Entries tagged “estate and gift tax”

Reframing the Estate Attorney’s Role with Legacy Families

insights Reframing the Estate Attorney’s Role with Legacy Families Roy P. Kozupsky · January 24, 2018

Attorneys advising wealthy families, their business enterprises and philanthropic initiatives are frequently asked by these clients what strategy will help them navigate the inevitable family conflicts and stay true their core purpose and mission. Just how are the fabric and goals of the family perpetuated? One might think that the logical solution to avoiding conflicts…

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