Publications

Knox Law attorneys publish articles relating to each year's Professional Advisor Symposium topics, some of which are included here.

*Each article is accurate as of October of the year indicated next to each title. Please contact the attorney (author) for further clarification.

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Grantor Trusts Explained: Trusts You Can't Trust

Reviews the definition, types, uses and funding of grantor trusts. Specific provisions are reviewed, as well as drafting tips and tax implications.

Buying or Selling a Business for the First Time: Navigating Uncharted Territory

What to consider when buying or selling a business, including research & preparation, deal structures, price considerations, payments, due diligence, closing & settlement, and more.

Buying a Business Out of Bankruptcy: Everyone Wants a Good Deal

The assets of a business can be purchased out of bankruptcy, free and clear of liens, as a going-concern or in-bulk, even after the business has been terminated.

Spousal Lifetime Access Trusts (SLATs): Not Just for the Rich and Famous

Discusses "rainy day trusts" or spousal lifetime access trusts (SLATs) and why many spouses should consider nonreciprocal lifetime credit shelter trusts.

Probate (#*@$%!): Misconceptions, Pros and Cons

Explains the formal estate administration (probate) process and typical methods used to avoid it; discusses benefits, limitations and drawbacks of probate avoidance.

"It Depends" - The Answer to All Simple Yes or No Questions

Explores how even the simple aspects of business, financial and estate planning can be frustrated by facts, interpretation, and misunderstanding. Are Incomplete Beneficiary Designations Effective? Must Wills Be Signed and Witnessed? Do Joint Bank Accounts Transfer to Surviving Joint Owner Upon Death? Does a Limited Liability Company Protect Your Assets from a Judgment Creditor? Are Real Property Transfers to Trusts Subject to Transfer Tax? Is Consideration Necessary to Create a Binding Contract? Can a Majority Shareholder Unilaterally Control His/Her Company? Can I Be Confident That a Choice of Forum Clause in My Agreements Means I Get to Litigate in My Home Forum?

Business Contracts: I Read the Fine Print... So Should You

Business Contracts: I Read the Fine Print... So Should You - on commercial contracts, purchase orders and more.

Irrevocable Trust Flexibility: Is Anything Really Irrevocable Anymore?

Understand the current tax law relative to retaining indirect control over assets, strategies for modifying existing irrevocable trusts, and the IRS's increasing concern about these strategies.

Demystifying Medicaid Planning

Learn about the rules affecting an applicant's ability to qualify for Medicaid as well as some of the basic planning techniques used to preserve assets and facilitate a client's Medicaid qualification.

The ABCs of an LOI

Understanding Letters of Intent (LOI) in Business and Real Estate Transactions, and What Happens When Litigation Ensues

To Trust an IRA... Or Not

Understanding the basics of having retirement accounts (like IRAs) payable to a trust and how to avoid triggering negative income tax consequences.

Estate Planning for the Rest of Us: Planning for Estates with Less Than $10M

Understanding the most relevant considerations in planning for estates with assets below the federal estate tax exclusion amount and examining special issues that may arise.

Estate Planning for Blended Families

Identifying issues involved with multiple marriages and blended families; proposing solutions through the use of various estate planning tools.

What to Do After the Sheriff Leaves: Key Decisions at the Onset of Litigation

An overview of the key tactical, logistic and protective steps that should be taken immediately after you learn of adverse litigation.

Bankruptcy Basics: A Primer for Non-Lawyers

Bankruptcy Basics: A Primer for Non-Lawyers. Strategies for debt collection, Types of bankruptcy, Proof of Claim, Creditors' Claims, Advantages & Disadvantages to Chapter 11.

60 publications total