Lectures & Presentations

Pirates in the Matrix ­ A Simple Study in Choice of Entity for Business Purposes

by Stephen E. Kantor, P.C.

Introduction
As Financial Planners, you are often faced with questions from your clients regarding the creation and commencement of a new business and the formation of entities to protect them from potential liability. Clients are faced with issues regarding tax planning, liability protection, family succession planning, ease of administration and business formalities. As business owners and advisors, each of us is also responsible for determining the right ³fit² for the entity through which we conduct our own business. >>

The Process, The Concepts, and The ³Simple² Will

by Stephen E. Kantor, P.C.

Introduction
The process of estate planning has become increasingly complex and laden with pitfalls in recent years. The concept of the typical family is itself a misnomer. As society changes, as people become more mobile, as traditional definitions and values change, so changes the concept of estate planning for the ³typical² family. >>

Where The Wild Things Are (The Frightening World Of Fiduciary Responsibility)

by Steven W. Seymour

Introduction
Trust and estate litigation is on the rise, and for good reason. Our society is just on the beginning edge of one of the largest shifts of wealth in the history of the world. The assets accumulated by the ³greatest generation² are moving to their descendents, who do not always agree on how those assets should be divided. Controversy often swirls around ³who gets what?² ³how much?² and ³why.² >>