Question:  What is a dynasty trust?

Question:  I will be receiving a distribution from my employer’s retirement plan consisting of cash and employer stock.  Am I better off paying tax on the employer stock or rolling over the entire distribution to an IRA?

Question:  I plan on merging my corporation with a public company and receiving cash and stock in return. Can I avoid paying income tax on the stock I receive?

Question:  I sit on the board of Directors of a public charity which is planning to purchase a real estate property owned by one of the board member’s companies.  Should I be concerned if the board approves this transaction and will I have any liability?

Question:  I have been advised that personal goodwill can help me avoid the double tax that will result when I sell my C corporation assets.  Is this true?

Question:  My husband and I established marital and non-marital trusts many years ago to reduce our estate tax obligation. Because the size of our joint estate is less than the current estate tax exemption, do we need to redo our documents?

Question:  My company will shortly be signing a commercial lease at a local shopping mall to operate a retail business.  Is the construction allowance the landlord pays to my company for leasehold improvements taxable?

Question:  I want to reward a key employee with additional compensation.  I am concerned that the covenant not to compete which I am asking the employee to sign will not be enforceable.  Any suggestions on how to deal with this?

Question:  Since I am the sole owner of my company and the sole participant in my company profit sharing plan, can I use profit sharing funds to hold a mortgage on the residence which I intend to purchase?

Question:  How do I pass my estate to my children upon my death and exclude my children’s spouses?