All posts by: Craig Backus

About Craig Backus

Proposed Tax Legislation

You may have seen the proposed tax legislation released on September 13, 2021. We are providing this information to keep you informed about the issues surrounding this legislation and the effects it may have on your estate plan. The proposal addresses, in part, income tax, estate, and gift taxes. We intend to provide information about […]


Information for Landlords and Tenants

The shelter in place order has created confusion for many. If you are a landlord or tenant, you may have questions particular to your situation. Hopefully, the following information will be helpful to you. Landlords: You are in uncharted territory and I’m sure you want to be empathetic to your ten-ants, however, it is important […]

Property Law


The SECURE Act was passed in late 2019 and affects IRAs and 401(k)s (included in this description are other qualified retirement plans) as of January 1, 2020. Many of our clients have asked how this could affect their planning. As expected, the law is not simple and there is not one universal approach. This article […]

Estate Planning, Income Taxes, SECURE ACT

Protecting The Business Owner

Most business owners form an entity through which the business is operated.   Any of the following may have been formed when the company was started:  a corporation, a limited partnership, or a limited liability company (LLC).  One of the reasons to form an entity is to protect you, the business owner, in your individual capacity, […]

Business Law, Risk Management

Asset Protection

In today’s economic environment, people have become more and more concerned about liabilities, asset protection, and securing their future. Many of our clients are concerned that market conditions could cause them to experience economic or financial turmoil that is not within their control. For example, one of my clients did not seem to have any […]

Risk Management


The purpose of forming an entity and setting in place an agreement between parties is to protect your client’s business and family assets. There are many variables and many options available when forming an entity. However, to properly represent your client, it is necessary to fully understand the intentions of the parties involved and to […]

Business Law

Understanding the Basics of Beneficiary-Grantor Trusts

As published in Texas Lawyer, November 2010.  Written by Pete Benenati and Shannon G. Guthrie. Many Americans, especially the wealthy, seek to abide by the Internal Revenue Code while also reducing taxes. One tool estate-planning lawyers have in their arsenal is the beneficiary-grantor trust.   For purposes of this article, we will assume that some […]

Estate Planning, Trusts

Trademarks – An Important Asset

Your business may use a word, phrase or logo to provide instant recognition and set your company apart from your competitors.  It is important to protect these assets with a trademark in order to secure a long-term competitive advantage and protect against unfair competition.  Without a trademark, a competitor can use your company name or […]

Business Law, Trademarks
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