Estate 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 MoreEstate Planning Bootcamp for Financial Advisors, Session 1, Part 3
This is the 3rd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreNew IRS Rules Expected Restricting Valuation Discounts
For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.
Read MoreWill the Estate Tax be Repealed?
One law professor says that Estate Tax repeal is not possible until after the 2016 elections. I agree.
Read MoreYou Have Been Named as Trustee for a Living Trust — Now What?
By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…
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