Trust BCLP

Trust BCLP

Life Insurance

Main Content

New IRS Addresses for Filing Estate and Gift Tax Returns

January 14, 2019

Categories

Beginning this year, estate and gift tax returns have new filing locations, according to the instructions for Form 706 and Form 709.

As of June 30, 2019, estate tax returns (Forms 706) filed using the United States Postal Service are to be sent to:

Department of the Treasury Internal Revenue Service Center Kansas City, MO 64999

However, Forms 706 filed using an approved private delivery service are to be sent to:

Internal Revenue Service 333 W. Pershing Road Kansas City, MO 64108

The same filing addresses also already apply to gift tax returns (Forms 709), effective as of January 1, 2019.

Bryan Cave Leighton Paisner Attorneys Make Private Client Global Elite 2018 List

August 30, 2018

Categories

Private Client Global Elite is the list of the world’s elite lawyers advising ultra-high net worth clients.  Congratulations to Dyke Arboneaux, Marcus Dearle, Martin Paisner and Rupert Ticehurst for being featured as “Elite” this year, and to Simon Goldring, Jessica Henson and Ruben Sinha featured as “Ones to Watch.”

Team Members Recognized for Fiduciary Litigation

August 23, 2018

Categories

Douglas Stanley, Shannon Barks, and Kathleen Sherby of Bryan Cave Leighton Paisner were all recognized as Best Lawyers in America© for Trusts and Estates Litigation.  Congratulations!

The Best Lawyers in America© is the oldest lawyer-rating publication in the U.S., and inclusion in Best Lawyers is based entirely on peer-review.

The Best Lawyers in America© Team Members

August 22, 2018

Categories

Congratulations to our Team Members Kimberly Civins, Michael Bland, Renee Gabbard, Shannon Barks, John Ready, Steve Daiker, Larry Brody, John Schaperkotter and Kathy Sherby for inclusion in the 2019 Edition of The Best Lawyers in America© in the Trusts and Estates category.  Congratulations to our Team Members, Gino Serra, Frank Wolff, and Keith Kehrer, for inclusion in the 2019 Edition of The Best Lawyers in America© in the Nonprofit / Charities Law category.

The Best Lawyers in America© is the oldest lawyer-rating publication in the U.S., and inclusion in Best Lawyers is based entirely on peer-review.

Steve Daiker of BCLP’s Private Client Group Selected as “Lawyer of the Year”

August 17, 2018

Categories

Stephen B. Daiker, partner and leader of Bryan Cave Leighton Paisner’s Private Client practice group, was selected by Best Lawyers in America as “Lawyer of the Year” for the 2019 year.  Several other BCLP attorneys were also honored.  Congratulations to all!

Family Businesses: Controls, Successions and Sales

Originally posted on the BCLP Private Wealth Insight Blog found here.

The family business not only represents the hard work and entrepreneurial spirit of the founders, sometimes across generations, but is often a reflection of the founder’s and family’s values and beliefs.

The family business has the potential to grow, adapt and continue to deliver value across generations – but can it, will it and should it?

Should the founders pass it on or sell it?  Are the options binary?

In weighing up the options, the issues can sometimes seem conflicting.

  • Does the need for financial freedom – to provide financial support to family; to explore new investments or philanthropic ambitions – necessarily mean the family business must be converted to cash?
  • If there is no family member willing and capable of taking on leadership of the business, can the family business, to which the family