Publications

Employee Stock Ownership Plans (ESOP)
April 2009

            The Nautilus Group

"ESOP Plans: What You Need to Know"

 
Estate Planning Magazine
April 2006 VOL 33 / NO 04

"Using a Crummey Trust and a Defective Trust as Part of an Estate Plan"

David A. Hjorth, CLU, ChFC
Jon J. Gallo, Attorney*

Estate Planning Magazine
October 2001 VOL 28 / NO 10

"Family Business Planning That Accomplishes the Owner's Goal (.pdf)" 

David A. Hjorth, CLU, ChFC
John P. Connelly, CLU, ChFC, MSFS*

Estate Planning Magazine
January 1998 VOL 25 / NO 1

"Handling the Nontax Issues in Business Succession Planning (.pdf)" 

David A. Hjorth, CLU, ChFC
John J. Gallo, Attorney*

The Dairyman
December 1992

"Keeping the Dairy in the Family (.pdf)" 

David A. Hjorth, CLU, ChFC
John P. Connelly, CLU, ChFC, MSFS*

Inland Business Magazine
November 1991

"Passing the Baton - How to Keep the Business in the Family (.pdf)" 

David A. Hjorth, CLU, ChFC
John P. Connelly, CLU, ChFC, MSFS*

Inland Business Magazine
June 1988

"Estate Planning for the Independent Businessman (.pdf)" 

David A. Hjorth, CLU, ChFC
John P. Connelly, CLU, ChFC, MSFS*

These articles are for informational purposes only. Although the topics presented may involve tax, legal, accounting or other issues, they do not constitute specific tax, legal, or accounting advice. Individual situations can vary, as such everyone should consult his or her own professional advisors for tax, legal, or accounting advice.

*Jon J. Gallo, Attorney, & John Connelly, CLU, ChFC, MSFS are independent professionals not affiliated or employed by DH Financial & Insurance Services & DH Financial Consulting Services, Inc., nor New York Life or any of its affiliates.