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Toxic Succession Planning: The White Paper

How Planning Ahead Mitigates Real Estate Environmental Cleanup Liability Risk for “Successors” Though the consequences of toxic succession – the passing of environmental cleanup liabilities to successors at death – can be financially devastating to heirs, beneficiaries, or business partners,…

Planned Giving Today

Providing an overview of toxic succession and its related problems in the charitable giving arena, this article briefs readers on how charities can take an active role in ensuring that toxic succession problems don’t deplete estate assets or significantly delay…

Contaminated Property: Proactive Planning Strategies to Maximize Estate Value and Avoid Draconian Results

Developed through the California State Bar Trusts and Estates Section for the further education of lawyers, this 2-hour online webinar was designed to provide guidance for those working with clients with potential toxic succession problems in the context of trusts, estate planning and…

Environmental Cleanup Costs: Professional Negligence for Failure to Warn Successors and Beneficiaries

By Canaan Crouch, prior Vice President at insurance brokerage Sullivan Curtis Monroe, this quick read presents a compelling case for the absolute necessity for anyone working toward the financial interests of business clients and beneficiaries to study and keep up…