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WHITE PAPERS
Paying Estate Taxes by Borrowing
from Uncle Sam Has Gotten Harder
BY MATT DONOVAN
TRANSITIONS & traditions, Fall 2003
Many family businesses are counting on Sec. 6166 of the Internal Revenue Code to help them pay their estate taxes. It may be a mistake.
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When 'irrevocable' trusts aren't
BY MIKE COHN
Summer 2002, Family Business magazine
Wendell and Carolyn are successful family business owners in their mid-60s concerned about how their wealth may influence their three adult children and five grandchildren. They understand entrepreneurship and hard work; they want their values and their financial assets to provide opportunities for future generations but they also worry that inherited wealth may have unintended, and negative consequences. READ MORE

Estate Tax Reform:
Goodbye Old Headaches, Hello New Ones
BY MIKE COHN
TRANSITIONS & traditions, Volume 10, Number 1 (2001)
Estate taxes, long the bane of business owners and wealthy families, have provided at least one advantage: They motivated some people to implement estate and succession plans. READ MORE