Addressing adopted children or stepchildren in your estate plan

Families that have children who are adopted, or stepchildren who haven’t been legally adopted, may face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a long-term relationship and one person has biological or adopted children. If your family’s makeup is as such, it’s important to understand […]

MMB Welcomes New Associate James McGibbon

  Monroe Moxness Berg is pleased to announce that James “Jim” McGibbon has joined the firm as an associate attorney in our Corporate Group. Jim is a transactional attorney with a wealth of experience in mergers and acquisitions, material healthcare contracts, healthcare compliance issues, corporate governance issues and Chapter 11 corporate restructurings. Jim joins MMB […]

MMB Attorneys Named 2022 Franchise Times “Legal Eagles”

Monroe Moxness Berg once again tops the list for franchise attorneys, with Franchise Times magazine naming seven MMB attorneys to its 2022 “Legal Eagles” list. This annual list is designed to identify the best attorneys in the franchise community, as viewed by their clients and peers. This year marks the largest group from MMB ever […]

MMB Represents Leonard Group in Cook Acquisition

Monroe Moxness Berg served as counsel to Leonard Group, Inc. (“Leonard”), a Kinderhook Industries partner, in its acquisition of Cook Portable Warehouses. Cook is a leading manufacturer and retailer of premium storage sheds across fourteen states, delivering portable storage solutions through its 65 company-operated retail locations and a wide range of independent dealers. With five […]

In Memoriam: Gerald Duffy

On January 29, 2022, we lost one of the most endearing figures in our firm’s storied history. Gerald Duffy, known by friends and colleagues alike as just “Gerry,” was with MMB for more than a decade, but the impact his presence had on our work, and on our culture, will never be forgotten. IN MEMORY […]

Anatomy of a Deal for 2022

Two words come to mind for the anatomy of a deal the last few years: flexibility and creativity. Those two words were the hallmark of deals completed during the height of the pandemic and are still appropriate for 2022 deals. Let’s look at some basic controlling factors affecting deal pricing. First, since deals are normally […]

Avoiding undue influence claims

A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member challenges the plan, that purpose may be defeated. If the challenge is successful, a judge will decide who’ll inherit your property. Will contests and similar challenges often occur when […]

Can a charitable remainder trust achieve similar results as the formerly available “stretch” IRA?

The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remainder trust (CRT) can allow you to replicate many of its benefits. SECURE Act’s effects on stretch IRAs For years, a stretch IRA was an effective tool that allowed your children or other […]