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Reframing the Estate Attorney’s Role with Legacy Families

Insight Roy P. Kozupsky Roy P. Kozupsky · January 24, 2018

Attorneys advising wealthy families, their business enterprises and philanthropic initiatives are frequently asked by these clients what strategy will help them navigate the inevitable family conflicts and stay true their core purpose and mission. Just how are the fabric and goals of the family perpetuated? One might think that the logical solution to avoiding conflicts and detours lies in the process of more traditional estate tax planning. That is too narrow a conclusion. Read more here.