family entities

How Proposed Changes to Family Businesses Could Raise Estate Tax Liability

Posted on: January 6th, 2017
Over the summer of 2016, the IRS released proposed changes to tax provisions (Section 2704) that apply to most business entities, including family businesses. These potential changes could have a major impact on tax planning, including estate tax implications....

3 Tips to Avoid Family Conflicts in Estate Planning

Posted on: July 31st, 2013
Whether you are creating an estate plan for the first time or making changes to one, be aware that how you plan to leave your assets may create tension in your family. ...

An Estate Tax Nightmare…

Posted on: April 19th, 2010
Forbes.com has been publishing a series on finance and taxes – here’s one about an estate tax worst case scenario: Estate Tax Could Come Back with a Sharp Bite....

GRATs and FLPs okay this year?

Posted on: January 25th, 2010
I’m at the University of Miami School of Law’s Heckerling Institute on Estate Planning this week. ...

The Time for FLPs or FLLCs is Now!

Posted on: January 9th, 2010
This is from Steve Akers’ recent presentation, Estate Planning in Light of One-Year ‘Repeal’ of Estate and GST Tax in 2010:...

Planning with the Wyoming Close LLC

Posted on: December 21st, 2009
What is an LLC? In 1977 Wyoming was the first state to enact laws permitting the creation of a Limited Liability Company. ...
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