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Team Members Recognized for Fiduciary Litigation

August 23, 2018

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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

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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

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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!

Updates to Charitable Contribution Procedures

Originally posted on BCLPCharityLaw.com.

Written by Summer Associate, Brandi Miller.

To simplify compliance for grantors and contributors to tax-exempt organizations, the IRS recently issued an updated revenue procedure (Rev. Proc. 2018-32) that combines previously scattered guidance on deductibility and reliance issues. The new revenue procedure explains when grantors and contributors may rely on a listing of an organization on an IRS database of organizations eligible to receive contributions under Sec. 170 for purposes of determining whether the grants or contributions may be deductible under Sec. 170.

Searchable Databases

The IRS maintains and updates two different publicly available databases on organizations eligible to receive tax-deductible contributions under Sec. 170. The first lists organizations that are eligible to receive tax-deductible charitable donations (eligible organization list), and the second is an extract of certain information concerning tax-exempt organizations from the IRS electronic Business Master File (the EOB MF Extract).

Historically, the eligible

Private Client Litigation Team Recognized in Chambers HNW

BCLP’s Private Client Litigation team members have been recognized by Chamber and Partners HNW 2018.

Partner Rupert Ticehurst was ranked as a Band 1 lawyer, while Senior Associates Simon Goldring and Jessica Henson were both recognized as ‘Associates to Watch’.

 

Partners and Associates listed in Private Client Global Elite 2018

July 27, 2018

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Private Client Global Elite is the list of the world’s elite lawyers advising Ultra High Net Worth clients.  Launched in 2017, the Private Client Global Elite serves as a respected global directory of the world’s top private client and trust​ disputes talent, as well as rising stars within the industry.  This year, they received more than 6,000​ entries, resulting in just over 250 Elites and 100 Ones to Watch.

Congratulations to Bryan Cave Leighton Paisner Partners, Dyke Arboneaux, Marcus Dearle, Martin Paisner and Rupert Ticehurst for being featured as an “Elite.”

Congratulations, in equal measure goes to Bryan Cave Leighton Paisner Senior Associates, Simon Goldring, Jessica Henson and Ruben Sinha featured as “Ones to Watch.”

Another Type of Combination

July 25, 2018

Authored by:

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Another Type of Combination

July 25, 2018

Authored by: Luke Lantta

After seven years of blogging about all types of fiduciary litigation cases on bryancavefiduciarylitigation.com, we are excited to announce a change that we think more comprehensively provides information about fiduciary matters and better reflects the type of information our readers want.  This blog will be combining with Bryan Cave Leighton Paisner’s Private Client blog: trustbclp.com.  One blog that covers a broader range of fiduciary matters – planning, life, death, taxes, litigation, and disputes – streamlines our readers’ browsing experiences and better reflects the collaborative approach that Bryan Cave Leighton Paisner takes to fiduciary disputes, where dedicated fiduciary litigators work closely with our planning team to best serve our clients.

If you are already a subscriber to bryancavefiduciarylitigation.com, you will start receiving updates from trustbclp.com.  If you wish to unsubscribe from the combined blog, unsubscribe information will be contained in the first email update you receive from

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