On September 13, 2018, I am pleased to be presenting, along with Julie Min Chayet of U.S. Trust, to the Probate and Estates Committee of the Fairfield County Bar Association in Stamford, CT. Our topic concerns a perennial challenge to attorneys: “Managing Family Dynamics in Estate Planning and Trust Administration”. The presentation has been approved […]
Read more...Pierre du Pont recently published a LinkedIn article titled “Raising Children Into Wealth: Hungry, Productive and Compassionate“. In it, Pierre shares some excellent insights and suggestions about raising children to be the kind of young people (and, eventually, even older people) who handle wealth successfully. Although common sense is a start, there is more to […]
Read more...Many generally sensible, thoughtful, careful people cannot be sensible, thoughtful, or careful about planning for the end of their own lives. Some can’t do a simple will, let alone a comprehensive estate plan. Others can face the “money” part: they can create wills, trusts, and other vehicles to preserve wealth. (We will leave for another […]
Read more...Patience. Persistence. Optimism. Commentators in the field of mediation – both academics and practitioners – often cite these as the top three qualities a mediator needs to be successful. So, how to get them? It’s both nature and nurture. Nature: we choose this path because it is a good fit for us […]
Read more...Earlier this month I attended the second annual Institute for Family Governance (IFG) conference in New York City. This year’s theme was “Governance From Strategy to Execution: Integrating Consulting, Financial, & Legal Advice”. As was true last year, at the inaugural conference, I appreciated the opportunity to hear and consider a variety of perspectives on […]
Read more...Please enjoy this interview conducted by Ira Bryck, President, Family Business Center of Pioneer Valley, Inc. Ira interviewed Richard Lutringer and me about mediation in family businesses. The interview was broadcast on the “Western Massachusetts Business Show” on January 6, 2018. We discussed how mediation and facilitated family meetings can help families and their […]
Read more...All year long, my work with Dovetail Resolutions is devoted to helping intergenerational families and their businesses make and keep resolutions. Resolutions that reflect a determination to take concrete steps to create and execute a plan. Resolutions to conflicts that are damaging families, their businesses, and their wealth. The New Year is a […]
Read more...We tend to think of New Year’s Resolutions as forward-looking: commitments to change a habit or trait for the better. How about Year’s End Resolutions? What has been sitting, oh-so-patiently, on the corner of your real or figurative desk, that needs to be finished up? Perhaps the estate planning documents that you can’t […]
Read more...I am publishing this post just before Thanksgiving Day, a day that can present a potent mix of joy and aggravation. Although these ideas are especially applicable on that day, they are worth considering for a day featuring a family event or any day at all. In my work to prevent and resolve […]
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