Yoss Herman

Yoss Herman, an experienced estate-planning practitioner, joins to unpack the complexities of estate planning. He emphasizes the critical role of shareholder agreements in preventing family business disputes and offers insights on the necessity of documenting intentions for lifetime gifts. The discussion also highlights the strategic use of corporate-owned life insurance for liquidity and the importance of understanding family dynamics in planning. Yoss tackles emerging hot topics, such as the implications of joint ownership and the nuances of beneficiary designations.