ARTICLES...

BUSINESS PLANNING

BUSINESS PLANNING

TRUST FOR PROTECTING BUSINESS ASSETS Entity choices are often made to protect personal assets from creditors: a special trust now protects business assets.

TAX PLANNING

TAX PLANNING

ESTATE PLANNING TRAPS Estate Planning Traps That Have Nothing To Do With Estate Taxes.

ESTATE PLANNING

ESTATE PLANNING

CREATIVE USES OF INTENTIONALLY DEFECTIVE IRREVOCABLE TRUSTS. Creative uses of intentionally defective irrevocable trusts and related techniques are limited only by imagination. This article shows how a variety of strategies can be combined with IDIT's to meet clients planning goals.

BUSINESS PLANNING

BUSINESS PLANNING

HOW TO PREPARE YOUR COMPANY FOR SALE (WITH DUE DILIGENCE CHECKLIST). IT IS NEVER TOO EARLY to start planning for the eventual sale of your company. While this article will not explain every step that should be taken, the purpose is to give the reader a general framework for moving forward.

ESTATE PLANNING

ESTATE PLANNING

CREATIVE USES OF OPTIONS AND TRUSTS TO TRANSFER WEALTH. Interests in private companies can be transferred to family members with favorable tax treatment through the use of stock options and reverse intentionally defective irrevocable trusts.

TAX PLANNING

TAX PLANNING

A DECENT PROPOSAL. An owner of a Roth IRA can save on taxes by selling his beneficial interest to an intentionally defective irrevocable trust.

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 Business...Estate...Succession...Tax

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