Table of Contents
A logical, user-friendly framework for selecting the most appropriate means of transferring wealth through the establishment of a business entity, including S corporations, C corporations, partnerships and LLCs.
Log In to view your rate
Unlock the discounted member rate
Join first as a member, and then purchase this product at special member pricing
Increasingly clients are looking for the most effective way to pass their investments on to younger family members. This updated edition provides a timely framework for selecting the most appropriate family members means of transferring wealth through the establishment of a business entity, including S corporations, C corporations, partnerships and LLCs.
Author Louis A. Mezzullo explains complex information in a clear and logical manner. Updated to reflect recent legal developments, this book provides lawyers and financial planners the necessary background to accurately advise clients on their choice of entity options. The book discusses the different techniques available for most effectively planning the transfer of a client's wealth, including trusts, S corporations, C corporations, partnerships and LLCs. To guide the selection of the most appropriate entity to meet a client’s objectives, the book offers a thorough comparison of the advantages, disadvantages and restrictions of each type of entity.
Beginning with a concise explanation of the objectives and techniques of estate planning for owners of closely held businesses, the book also provides a practical guide to the variety of forms of legal business entities available to help clients minimize estate and gift taxes while also realizing a number of non-tax benefits.
Topics include:
ABA Book Publishing
9781641056533
271
5431120
8.5 x 11 Paperback
5/19/2020 12:00:00 AM
Publications | Book
Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors, Second Edition
Publications | Book
Asset Protection Strategies: Planning with Domestic and Offshore Entities, Volume I, Second Edition
Audio and Video | On-Demand CLE
Purpose Trusts and Steward Ownership
Audio and Video | On-Demand CLE
Estate Planning Essentials: A Beginner's Guide to Drafting Documents and Client Considerations
Audio and Video | On-Demand CLE
Grantor Trust Nuances and Reporting
Jul
29
Events | Webinar
Special Rules in Fiduciary Income Tax
CLE 90 min
Basics of Fiduciary Income Tax Series - This last program in the series will provide an introduction to special rules in the taxation of trusts and estates, including the separate share rule, multipl…
Jul
28
Events | Webinar
End-of-Life Planning from a Physician's and a Lawyer's Perspective
CLE 60 min
Join us for a conversation between a physician and a lawyer about end-of-life planning, including planning for organ donation and funeral planning. Learn how medical elections in an advance directive…
Jul
22
Events | Webinar
Predatory Marriages and Vulnerable Adults
CLE 90 min
Whether a marriage to a person who lacks sufficient capacity or is unduly influenced to wed is void ab initio or voidable, it may impact the extent to which statutory rights may be afforded to a surv…