Having Fun with Death & Taxes
When U-Haul patriarch Leonard Shoen casually gifted shares to his children, he sparked a decades-long corporate bloodbath and a staggering $1.5 billion legal war. In this episode of Having Fun with Death and Taxes, Estate Planning Attorney Leslie Marenco and Corporate Attorney Kristina Wilson, break down the chaotic, multi-generational legal war behind the U-Haul empire. The family drama escalated into a hostile takeover, a boardroom coup, and even a tragic murder featured on Unsolved Mysteries. A must-listen for anyone scaling a family business, this episode covers exactly what not to do, including: ✋ The massive risks of gifting company shares without strong operating agreements. ✋ The dangers of "Frankensteining" legal documents from the internet to save a few bucks. ✋ How to use strategic estate planning to protect founders and restrict non-working family members to non-voting stock.
18 episodios
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