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The Partnership charter

The Partnership Charter by David Gage Millions of people co-own closely held companies, family businesses, and business partnerships, but establishing them and keeping them together is never easy. Here, finally, is the guide they have been waiting for.... Read More

Articles: Trusts, Estates, and Co-Inheritors: A to Z




Don’t Keep Your Estate Plans a SecretKiplinger’s Retirement Report
Estate Planning and Family Business MediationBureau of National Affairs ADR ReportLaura Bachle
Estate Planning as a Family: A Collaborative ApproachPassages: NCFPDavid Gage
Family Estate Feuds: Inevitable or Avoidable?TickerDavid Gage and John Gromala
Holistic Estate Planning and Integrating Mediation in the Planning ProcessReal Property, Probate and Trust JournalDavid Gage, John Gromala, and Edward Kopf
Managing Conflicts and Family Dynamics in Your Family’s PhilanthropyNational Center for Family PhilanthropyDeborah Brody Hamilton
Marital Charters and Prenuptial AgreementsAmerican Journal of Family LawDavid Gage, Edward Kopf, and John Gromala
Mediation in Estate Planning: A Strategy for Everyone’s BenefitElder’s Advisor: The Journal of Elder Law and Post-retirement PlanningDavid Gage and John Gromala
Mediation Retreats: A Pre-Estate-Planning StrategyPrivate Wealth ManagmentDavid Gage and John Gromala
Planning for Future GenerationsTickerSuzanne Riss
Successor Partners: Gifting or Transferring a Business or Real Property to the Next GenerationACTEC JournalDavid Gage, John Gromala, and Edward Kopf
The Use of Mediation in Estate PlanningTrusts & EstatesJohn Gromala and David Gage
Trustee/Beneficiary Mediation = Less LitigationTrusts & EstatesJohn Gromala and David Gage
Wealth & Family FinancesTown & CountryJudy Martel
What Do You Owe Your Kids?Reader’s Digest New ChoicesPatricia Schiff Estess