Should You Place Concentrated Stock in a Trust?
Placing concentrated stock in a trust may make sense when an estate is on track to exceed the $15 million…
What the New $15MM Estate Tax Exemption Means If You Hold Concentrated Stock
July 7, 2026 If you're an executive sitting on a large position in your company's stock, the One Big Beautiful…
Estate Planning with Concentrated Stock: What Executives Should Know
June 2, 2026 Concentrated employer stock represents the largest single asset on the balance sheet of many executives at publicly…
Charitable Planning with Employer Stock
February 24, 2026 Public company executives at the director level and above often accumulate significant employer equity through RSUs, equity…