Pre-Exit Planning Video 5-GRAT Example, Timing of planning
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses…
Read MoreNavigating Rough Waters Video 3-Building Processes for Management Succession
Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events…
Read MoreTax Bill-Estate and Gift Tax Changes
Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no…
Read MoreEstate Planning for Business Owners, Q&A session, pt. 7/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…
Read MoreEstate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of…
Read MoreLegislation Introduced to Prevent Enactment of Valuation Rules
Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…
Read MoreEstate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016
On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will…
Read MoreShort-term GRATs Provide Long-term Relief
“What’s a GRAT?”, you may ask. A grantor retained annuity trust, or GRAT for short, is a popular estate planning tool that assists in sheltering appreciating assets from the burdens…
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