Author : David T. Lewis
Publisher : American Bar Association
Page : 350 pages
File Size : 37,49 MB
Release : 2007
Category : Business & Economics
ISBN : 9781590318171
Forming and funding a family limited partnership or limited liability company is both increasingly common and complicated. This current, comprehensive reference provides in-depth analysis of all facets of using these planning vehicles. It begins with detailed guidance on the basic principles of drafting, forming, funding, and valuing an FLP or LLC, but also covers advanced income tax concerns. Added tools include examples and extensive sample forms on CD-ROM.
Author : Louis A. Mezzullo
Publisher :
Page : pages
File Size : 28,48 MB
Release : 2020
Category : 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 : Frazier, Strauss
Publisher : Wolters Kluwer
Page : 2020 pages
File Size : 41,45 MB
Release : 2019-11-18
Category : Limited partnership
ISBN : 1543813577
Limited Liability Company and Partnership Answer Book
Author : Garrett Sutton
Publisher :
Page : 292 pages
File Size : 40,79 MB
Release : 2004
Category : Business & Economics
ISBN :
"Designed for entrepreneurs and individuals interested in starting their own business, this book provides an indepth study of how the special characteristics of limited partnerships and limited liability companies may be used to your advantage and to assist you in protecting assets, managing wealth and strategic estate planning to minimize taxes. It features strategic uses of limited liability companies and limited partnerships to hold real estate and other assets, how to easily manage and operate a limited liability company or limited partnership, how to creatively plan for your future and your family's future, and how to follow the rules to keep your assets protected."--Publisher description.
Author : Louis A. Mezzullo
Publisher : American Bar Association
Page : 252 pages
File Size : 46,84 MB
Release : 2003
Category : Law
ISBN :
Providing the necessary background for lawyers and financial planners to accurately advise clients on transferring wealth through the establishment of a business entity.
Author : K. Gabriel Heiser
Publisher : MedicaidSecrets.com
Page : 256 pages
File Size : 32,60 MB
Release : 2006
Category : Family & Relationships
ISBN : 0979080118
Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.
Author : Martin M. Shenkman
Publisher : John Wiley & Sons
Page : 324 pages
File Size : 37,44 MB
Release : 2003-03-31
Category : Law
ISBN : 9780471226642
With Starting a Limited Liability Company you’ll learn how an LLC can work for you and exactly what you need to do to set up and operate one. The updated second edition features completely revised and updated planning strategies, and new chapters on the one-member liability company, estate planning, home businesses, and more. You’ll also find: Expert guidance on applying LLCs to operating a business, estate planning, protecting assets, real estate acquisitions, professional practices, avoiding ancillary probate, and venture capital operations Plans and strategies for converting partnerships into LLCs and combining LLCs and trust planning A detailed glossary, along with checklists and loads of sample legal forms that simplify the process
Author : Jay A. Soled
Publisher : American Bar Association
Page : 348 pages
File Size : 48,89 MB
Release : 2002
Category : Business & Economics
ISBN : 9781590310946
This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book
Author : Lewis D. Solomon
Publisher : CCH
Page : 1034 pages
File Size : 31,26 MB
Release : 2008-11
Category : Business & Economics
ISBN : 9780808092117
This book is designed to be of use to all professionals involved in the asset protection plan, including attorneys, accountants, and financial planners among others. The subjects covered are those that the planner must consider when properly preparing an asset protection plan.
Author : Karen Ann Rolcik
Publisher : Sphinx Publishing
Page : 242 pages
File Size : 11,77 MB
Release : 2003
Category : Business & Economics
ISBN : 9781572482548
Currently, Family Limited Partnerships (FLPs) are the last, best way for individuals to protect their assets from the high burden of estate taxes and from today's litigious society. Historically, FLPs in every state have thwarted the attempts of creditors to seize individual's assets. Thus, family inheritances and businesses can be protected and passed on to future generations.A glossary, thorough index, sample filled-in forms, sample cases and blank tear-out forms make this new title accessible for any consumer.
