Robert H Louis

March 22, 2011 | The Legal Intelligencer

Business succession planning continues to be an important theme for business owners and their advisers. The elements are all in place: a growing number of baby boomers who own businesses are reaching retirement age; business values continue to be off their peaks, making the transfer of business interests less expensive; and now, with the passage of last year's Tax Relief Act (easier to remember than the much longer name of the law), tax law changes have made transfers more tax efficient.

By Robert H. Louis

8 minute read

April 05, 2010 | The Legal Intelligencer

Many lawyers believe that planning for family businesses would be much easier if only the family were not involved. Many good planning techniques fail to be adopted for reasons that are not always clear to lawyers.

By Robert H. Louis

7 minute read

December 18, 2009 | The Legal Intelligencer

It will surprise no one to learn that confidence in the ability to have a comfortable retirement has been shaken by the recession that, as we will probably learn next year, may have ended a few months ago.

By Robert H. Louis

9 minute read

February 17, 2010 | The Legal Intelligencer

Much has been written lately on the subject of conversion of retirement plan accounts and individual retirement accounts, or IRAs, to Roth IRAs. A comprehensive article on the subject appeared in a recent issue of the Philadelphia Estate Planning Council newsletter, and helpful studies have been produced by Bernstein Investments and Goldman Sachs, among others.

By Robert H. Louis

6 minute read

May 11, 2009 | The Legal Intelligencer

There are many reasons to purchase life insurance policies, most related to the need to provide for family in the event of early death or to provide funds to pay federal estate taxes. But for some people, the need to maintain life insurance may end.

By Robert H. Louis

8 minute read

March 31, 2009 | The Legal Intelligencer

The strong level of interest in business succession planning can be demonstrated by local activities.

By Robert H. Louis

13 minute read