An Estate Planners Guide To Family Business Entities
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Author | : Louis A. Mezzullo |
Publisher | : |
Total Pages | : |
Release | : 2020 |
Genre | : Estate planning |
ISBN | : 9781641056540 |
"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--
Author | : Louis A. Mezzullo |
Publisher | : American Bar Association |
Total Pages | : 158 |
Release | : 2007 |
Genre | : Business & Economics |
ISBN | : 9781590318379 |
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Author | : Louis A. Mezzullo |
Publisher | : American Bar Association |
Total Pages | : 126 |
Release | : 2009 |
Genre | : Law |
ISBN | : 9781604425024 |
Author | : Louis A. Mezzullo |
Publisher | : American Bar Association |
Total Pages | : 182 |
Release | : 2007 |
Genre | : Deferred compensation |
ISBN | : 9781590319390 |
Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.
Author | : Brad Galbraith |
Publisher | : |
Total Pages | : 0 |
Release | : 2011 |
Genre | : Family partnership |
ISBN | : 9780314279330 |
Written by an attorney whose practice focuses on the estate and tax planning needs of high net worth families, Family Limited Partnership Agreements Line by Line is a comprehensive examination of the contract provisions that make family limited partnerships such a powerful tax planning and asset protection tool. This publication includes in-depth explanations of the reasoning behind the various provisions in the agreementthose that are crucial to the general partner, as well as those that simply make operations more predictable and efficient for all partners. The book covers such key topics as entity creation, ownership interests, capital contributions and capital accounts, allocations and distributions, entity management, transfers of general partner and limited partner interests, and dispute resolution. Family Limited Partnership Agreements Line by Line is a valuable resource for anyone who works with business owners and high net worth families, as well as those individuals who are interested in capitalizing on family limited partnership planning opportunities. This book contains a CD-Rom that features the PDF and Word versions of the final text of the book, which enables readers to manipulate the contract.
Author | : |
Publisher | : |
Total Pages | : 96 |
Release | : 1998-09 |
Genre | : |
ISBN | : |
The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.
Author | : |
Publisher | : |
Total Pages | : 94 |
Release | : 1998-09 |
Genre | : |
ISBN | : |
The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.
Author | : Michael John Perkins |
Publisher | : |
Total Pages | : 542 |
Release | : 2008 |
Genre | : Estate (Law) |
ISBN | : 9780409325416 |
Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Author | : |
Publisher | : |
Total Pages | : 1398 |
Release | : 2011 |
Genre | : Estate planning |
ISBN | : |
Author | : Jerold I. Horn |
Publisher | : |
Total Pages | : 920 |
Release | : 2007 |
Genre | : Estate planning |
ISBN | : |