Articles

Business Asset Trust An Entity to Protect Operational Assets

Entity choices are often made to protect personal assets from creditors: a special trust now protects business assets.

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NAEPC article Estate Planning Traps that Have Nothing to do with Estate Taxes 12 16

Estate Planning Traps That Have Nothing To Do With Estate Taxes

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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 IDITs to meet clients planning goals.

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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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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.

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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.

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