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  • Opening up to SLAT opportunities

    April / May 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: Estate tax planning can become complicated when multiple parties are involved. For example, one may be concerned about providing assets to a surviving spouse of a second marriage, while also providing for his or her children from a first marriage. Of course, one will also want to take advantage of favorable estate tax provisions in the law. This article details why a spousal lifetime access trust (SLAT) can meet those objectives. A sidebar examines the pitfalls of reciprocal trusts.

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  • Do you know where you’re going? Strategic planning can show the way

    Spring 2013
    Newsletter: Vital Signs

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: Small to midsize medical practices face many pressures and threats, but a well-conceived strategic plan can provide a crucial survival tool and identify a plausible route to greater stability and success. This article discusses how to assess the business environment and then develop an action plan. A sidebar explains why strategic planning has been a long-accepted business methodology.

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  • Taking a backdoor approach to due diligence

    April / May 2012
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: Lenders who understand the details underlying business operations are better able to minimize risk — and maximize return. This article shows how to think beyond financial statements and tax returns, and look for skeletons in the closet — and hidden opportunities. It explains the importance of determining whether the company has key people who are there for reasons of competence rather than nepotism and that it has annual insurance reviews to ensure adequate coverage.

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  • No prejudice – Eighth Circuit sidesteps quirky aspect of FMLA case

    November / December 2011
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: When an employee misses work for an extended period because of an illness or injury, it can create many uncertainties for his or her employer — especially when questions of allowable leave under the Family and Medical Leave Act (FMLA) come into play. This article looks at one case that illustrates the dangers of an employer mishandling the critical details of FMLA leave. Hearst v. Progressive Foam Technologies, Inc., No. 10-1253, June 8, 2011 (8th Cir.)

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  • 3 business funding alternatives to consider

    Summer 2010
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 778

    Abstract: The economy may be recovering, but some businesses may require additional financing to keep operations running. Three important options are asset-based financing, mezzanine financing, and Small Business Administration loans. This article explores some of the details of each.

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