Shedding Light On Blind Trusts

Kathryn Szewczyk and Christopher Mehne recently published “Shedding Light on Blind Trusts” in Private Wealth magazine’s Summer 2017 issue.  In the article, they discuss how executives in the private sector can benefit from blind trusts to remain in compliance with securities and insider trading laws while accomplishing their personal and financial objectives.

The full article can be read on the Private Wealth website.

Categorized: Trusts

Tagged In: , , ,

About the Authors

Stay Connected

Partner

Christopher G. Mehne

Chris Mehne is a respected trust and estate lawyer with many years of experience helping clients in central Massachusetts, Metro West and Cape Cod with business succession planning and other sophisticated estate and trust planning and administration needs. Chris’s clients often turn to him when they’re facing difficult, multi-generational family business issues or when they need tax-driven estate plans and updates that are more responsive to their high net worth.

Stay Connected

More Posts by Author ›

Stay Connected

Associate

Kathryn E. Szewczyk

Katie Szewczyk is an attorney in the firm’s Estate & Tax Planning practice area helping clients – especially ones in MetroWest and central Massachusetts ­- with estate planning and related tax issues, long-term care planning, special needs and disability planning as well as business succession planning. Katie guides her clients through the estate planning process, from initial meeting and drafting to the execution of documents. She handles estate and trust administration, elder law, probate litigation and other estate and trust matters, such as:

  • Re-titling of assets to optimize estate tax savings
  • Managing probate matters, such as formal and informal estate administrations, guardianships and conservatorships, including contested proceedings and those dealing with Rogers Authority guardianships
  • Drafting Intentionally Defective Grantor Trusts for succession and inheritance planning of multiple family businesses
Stay Connected

More Posts by Author ›

About the Authors

Stay Connected

Partner

Christopher G. Mehne

Chris Mehne is a respected trust and estate lawyer with many years of experience helping clients in central Massachusetts, Metro West and Cape Cod with business succession planning and other sophisticated estate and trust planning and administration needs. Chris’s clients often turn to him when they’re facing difficult, multi-generational family business issues or when they need tax-driven estate plans and updates that are more responsive to their high net worth.

Stay Connected

More Posts by Author ›

Stay Connected

Associate

Kathryn E. Szewczyk

Katie Szewczyk is an attorney in the firm’s Estate & Tax Planning practice area helping clients – especially ones in MetroWest and central Massachusetts ­- with estate planning and related tax issues, long-term care planning, special needs and disability planning as well as business succession planning. Katie guides her clients through the estate planning process, from initial meeting and drafting to the execution of documents. She handles estate and trust administration, elder law, probate litigation and other estate and trust matters, such as:

  • Re-titling of assets to optimize estate tax savings
  • Managing probate matters, such as formal and informal estate administrations, guardianships and conservatorships, including contested proceedings and those dealing with Rogers Authority guardianships
  • Drafting Intentionally Defective Grantor Trusts for succession and inheritance planning of multiple family businesses
Stay Connected

More Posts by Author ›

Stay Connected

Subscribe to Blog

Enter your email address to subscribe to this blog and receive notifications of new posts by email.