David Thayne Leibell

David
Thayne Leibell
Senior Wealth Strategist,
UBS

David Thayne Leibell is Senior Wealth Strategist at UBS, a global firm with 150-year heritage. David has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He also has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo." 

Articles
Charitable Planning With Closely Held Business Interests
There lie dragons ahead. How to help clients with family businesses avoid the tax traps that can get in the way of successful charitable gifts.
Divorce and the Family Business 
David Thayne Leibell & Daniel L. Daniels explain how to fortify your family business against the potential chaos of a divorce
How Are We Doing?
David Thayne Leibell examines a recent survey and what its findings indicate about family businesses
Holding Family Business Interests In Trust
Diversify, diversify, diversify. That's the mantra for trust investing under the Uniform Prudent Investor Act (UPIA), which has been adopted in some way,
Entrepreneurial Growth
The preliminary results of a study commissioned by the Family Firm Institute, soon to be published in Family Business Review, provide a new framework
Recapitalizing to Preserve the Owner's Control
Do not go gentle into that good night, Old age should burn and rave at the close of the day; Rage, rage against the dying of the light. Dylan Thomas The
Managing Paradoxes
I'll be the first to admit that estate planning for the family business owner isn't easy. Many families don't even engage in the process. Those that do
The Business Within
A new study titled Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession, by Alexandra Solomon, et. al, analyzes life-story
Warding Off Analysis Paralysis
Successful family business succession planning requires estate planners to simultaneously navigate the difficult waters of overcoming family dynamics
Taking a Little Off The Table
An astonishing 93 percent of family business owners depend on the family business as their primary source of income, according to the 2007 Laird Norton
Is Blood Thicker Than Water?
Family businesses are different from other businesses. Besides unique estate tax, succession and governance issues, family businesses must also deal effectively
Succession Planning
Leo Tolstoy begins Anna Karenina with the line: Happy families are all alike; every unhappy family is unhappy in its own way. Much the same can be said
Despite Some Bumps, Firms Have Survived and Even Prospered
PricewaterhouseCoopers LLP (PWC) has released its second global family business survey in November 2010, Kin in the Game, available online at www.pwc.com.
Small Charity Tax Filing Rules Simplified
IRS expands use of simpler e-Postcard (Form 990-N) for annual information filings
Industry Newsletters
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