An expert shares best practices for T&E attorneys when preparing for a valuation, taking the deposition, and defending the witness.
Update on Corporate Transparency Act final regulations: experts explain requirements by the reporting company, beneficial owner, and applicants.
Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.
Estate planning attorneys discuss differences in legal traditions and post-mortem rules with creditors, probate, and trust administrations in different states.
The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues.
The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make sense not to liquidate.
The Top Ten Estate Planning and Estate Tax Developments of 2022 by Ronald D. Aucutt
In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities.
IN THIS ISSUE: Preserving Income Tax Benefits from Estate Tax Audits, S Corporation Sales, Partnership Redemptions, and Blog Posts & Upcoming Events
With part 2 of the Closely Held Entities, ACTEC's trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partnerships.