The TrustPoint Blog

Ryan Heath Ryan Heath

Family Office 2.0: The Rise of Accessible Family Offices

Meet Family Office 2.0—the new era of family offices focused on inter-generational learning, investing, and lean wealth management. Families entering this new Family Office Model need legal assistance designing, building, and implementing a tax efficient approach to transitioning wealth.

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Bank Account Designations for Estate Planning Purposes

Bank accounts can be set up in various ways. This article briefly describes a few of the potential designations a bank account may have and how they impact the distribution of the account upon the account owner’s death.

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Transferring Carried Interests One Vertical Slice at a Time

There can be a tremendous upside for folks involved in private equity deals who hope to transition wealth to the next generation. However, it’s not surprising that these transfers likely involve significant estate and gift tax implications. One way to bear the tax brunt is to implement the Vertical Slice, a more tax efficient approach used to transfer various business interests.

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Are You FDIC Insured?

With the recent volatility in the banking sector, concerns are rising regarding the security of large deposits in certain banks. The Federal Deposit Insurance Corporation (“FDIC”) insures deposits against bank failures but only up to certain limits.

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Are You Protected This Hunting Season?

Learn more about the Texas Agritourism Act and see how our Landowner Tool Kit can help you identify and protect against the risks associated with the use of your property for agritourism activities.

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End of Year Estate Planning Overview

2022 has flown by. Do you need to update your estate plan before the end of the year? These are the estate and gift tax considerations to keep in mind as we head into the new year.

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Employee Equity Options

There are various forms of employee equity that business owners can choose from. Here, we discuss several options that take into account certain tax concerns of closely-held private companies.

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Employee Equity Tax Implications

Granting employees equity in a company is a tool many business owners may consider to retain and reward top talent. If this is something you are contemplating, here are some important tax implications to think about before acting.

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End of Year Estate Planning Opportunities

The upcoming 2020 election has raised concerns that the historically high federal lifetime gift and estate tax exemption amount ($11.58mm per person or $23.16mm per married couple) may be significantly reduced if Democrats seize control of the White House or Congress. With this is mind, there are some end-of-year estate planning strategies that can be utilized to take advantage of the high exemption amount currently in place.

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