Dynasty Estate Planning

January 26, 2017

Family Councils: The Prosperity Key

The Durfee Family Council in this sketch could have been based on actual Family Councils my family has held.  Its charts, tripods, business agenda, candid performance reviews, bad news delivery, weird humor, conflict resolution, and parental double teaming are very familiar to my children.  It is no accident that it is about a […]
November 18, 2016

Multi-National Planning

In today’s world, multinational planning is not just a luxury for the few.  It has become a necessity for many.  Citizens of the modern economy live, play, do business and own assets in more than one place.  Few of us live in the same location where our parents lived, and our […]
November 17, 2016

Expatriation Exit Tax

Expatriation – Giving Up Your U.S. Citizenship Is a Taxing Experience Multi-national planning can include deciding choosing where you will be a citizen.  Sometimes the tax grass appears greener on the other side of the proverbial fence.  Jump the fence and giving up your U.S. citizenship, can trigger an Expatriation Tax. […]
August 2, 2016

Amwest Chinese Post Event

On August 18, 2016 at 2:00 PM I am honored to be speaking at a local Chinese Community Event promoted by AmWest Chinese Post and hosted by Annie White, who will be translating for me.  I will be specifically addressing estate planning and succession issues for families that have both strong […]