Saunders I Walsh

05/25/2026

05/14/2026

S. 4196, or The Strengthen Social Security by Taxing Dynastic Wealth Act, is proposed legislation that would dramatically reset federal estate and gift taxes starting in 2027.

The 2026 “Dynastic Wealth” Bill: Why Estates Between 3.5 and 15 Million Are Squarely in the Crosshairs of this Proposed Legislation In March 2026, Democratic Senator Chris Van Hollen introduced S. 4196, the Strengthen Social Security by Taxing Dynastic Wealth Act, a proposal that would dramatica...

05/12/2026

Clearing Title: Whether you are a developer trying to close a construction loan or homeowner attempting to sell your property, a filed lien affidavit acts as a cloud on the title that most title companies will not ignore.

Whether you are a developer trying to close a construction loan or homeowner attempting to sell your property, a filed lien affidavit acts as a cloud on the title that most title companies will not ignore.

05/07/2026

The Office of Strategic Capital: A New Financing Tool for Critical Technology Companies.

OSC is a strategic credit platform designed to help private companies scale technologies and supply chains that matter to U.S. national security.

05/04/2026

Thank you to Saunders I Walsh for sponsoring the Ethics Presentation this year!

04/23/2026

As an estate planning attorney, Mr. Mike Weaver is often asked a simple question with a very complicated answer: “How much can I give away without paying gift tax?” The good news is that the tax law gives us several powerful pathways for making nontaxable gifts—if we understand and follow the rules.

As an estate planning attorney, I’m often asked a simple question with a very complicated answer: “How much can I give away without paying gift tax?”

03/27/2026

Funding Buy-Sell Agreements with Life Insurance
After Connelly v. United States

For closely held businesses, a well-drafted, properly funded buy-sell agreement is one of the most important—and most frequently mishandled—estate planning tools. A buy-sell sets the rules of engagement for what happens to an owner’s interest at death, disability, or departure and, when paired with life insurance, can provide the liquidity needed to keep the business and the family both financially secure.
https://saunderswalsh.com/funding-buy-sell-agreements-with-life-insurance-after-connelly-v-united-states/

03/05/2026

If you are a subcontractor, understanding the language in your agreements is the difference between a profitable job and a company-ending lawsuit.

02/24/2026

When you combine a living trust, a Texas series LLC, and multiple lines of business insurance, you create a structure that is great for asset protection but confusing for insurance underwriting. This post walks through the key issues that come up when an insurance agent calls to “understand the disregarded entity tax structure” and how you, as counsel or advisor, can be ready with clear, consistent answers.

Combining a living trust, Texas series LLC, and multiple lines of business insurance creates great asset protection, but confusing for insurance underwriting.

02/12/2026

High‑net‑worth Texans with more than 10 million dollars in assets often need more than a simple will—using a carefully drafted living trust can be the most effective way to protect wealth, control distributions, and streamline the transition to the next generation.

High‑net‑worth Texans with more than 10 million dollars in assets often need a carefully drafted living trust to protect wealth, control distributions, and streamline the transition to the next generation.