Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small BusinessBy: Nick Paleveda, MBA, JD, LLMTYPES OF RETIREMENT PLANSThe 401(k) Plan.A 401(k) plan is a plan to defer salary also known as an elective deferral plan....
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Interview withSteven J. Oshins, Esq. onNevada Restricted LLC/LP Phil Kavesh, of the Ultimate Estate Planner, on behalf of The Wealth Strategies Journal, interviewed Steve J. Oshins, Esq., re Nevada Restricted LLCs and LPs.Steven J. Oshins, Esq. is a nationally renowned...
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Recent Developments in Asset Protection Law - June 2011By: Jay D. AdkissonASSET PROTECTION STRUCTURES Gun Bo: Cook Islands Trust, Family Limited Partnership and GarnishmentGun Bo, LLC v. Cork, 2011 WL 2119030 (Ariz.App. Div. 1, Unreported, May 19, 2011).In this Opinion, the Arizona...
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FLP UpdateBy: Martin M. ShenkmanSummary: FLPs and LLCs remain the focus of many estate plans, and the tax implications are significant. Common use, however, does not imply simple or assured tax results. The following comments were gleaned from a presentation by...
A New Perspective on Employee Stock Ownership PlansUsing ESOPs for inter-generational estate plansBy George G. Cassiere, ASA, CFA &Brian A. Eagle, J.D.IntroductionThe authors of this article have collectively implemented over 200 Employee Stock Ownership Plan ("ESOP") transactions and hundreds of...
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Charging Order Protection for Florida Limited Liability Companies after OlmsteadBy: Ryland F. Mahathey and Sarah A. Schelling of Redgrave and Rosenthal, LLPOn June 24, 2010, the Florida Supreme Court issued a much anticipated decision in the case of Shaun Olmstead,...
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Finding the Silver Lining in the Dark Cloud of Continued UncertaintyBy: Lewis Dymond of Wealth CounselThe headline of the November 10, 2010 posting on Forbes' "Estate of Confusion" blog by Hani Sarji sums it up, "Results of Midterm Elections Do...
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BUSINESS SUCCESSION PLANNING WITH FOUR LEVELS OF OWNERSHIP AND CONTROLBy: Gregory Monday of Foley & Lardner LLP, Madison, WI Many family business owners struggle with business succession planning because they cannot envision a suitable way to divide their ownership and...
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Strategic Business Development for Long-Term Stability By: Gary M. Giallonardo, President, Industrial Visions CompanyFamily businesses have always been at the head of the table, feeding the American economy and sustaining our nation's growth. According to a study by Astrachan...
By: Espen Robak, Pluris Valuation Advisors In Estate of Hilde E. Erickson, TCM 2007-207 (April 30, 2007), the IRS determined a $734,599 Federal gift tax and a $718,320 Federal estate tax deficiency of the estate of Mrs. Hilde E....
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