Valuation Overview of Fractional Interests Estate Planning presented the Annual Chicago Kent School Law Tax Conference May. Now That You Have Done the Work How Are Going to Get Paid presented as part of Chicago Bar Association Probate Primer Seminar October . PostMortem for Income Taxes presented at the Illinois CPA Society Annual Estate Gift Conference held May . Insurance can be reasonable solution to deal with estate liquidity concerns but this requires careful planning advance of death or even terminal illness the covered individual [...]

Actually I didn . The Basics of Estate Planning IICLE seminar Chicago Illinois on November [...]

And the exit strategy most often applied is complete liquidation partnership distribution assets. Because the interest must repaid loan is generally made by related party or entity so that stays family. Partnerships and Estate Planning Beyond the Basics presented to Chicago Bar Association Taxation Committee October . Obtaining c Status for Economic Development Organizations Community Law Project August Attorney Guide The Effective Use of GRITs Reduce Gross Estate TAXES Magazine July grantor retained income trust is irrevocable established by contributor funds which retains right from term years period ending first occur death expiration [...]

On the surface as an LLC is taxed partnership under Internal Revenue Code practitioners often conclude that there should be no difference. Author Charitable Lead Remainder Trusts presentation the McGladrey Pullen Tax Conference Kansas City MO October . Author Picking Up the Pieces of PostMortem Income Tax Planning Examination Traditional Strategies Light Reform Act and Its Aftermath Estate Financial Reporter Commerce Clearing House [...]

The insurance should be purchased through irrevocable life trust to keep proceeds out of estate for federal tax purposes. Deposit products are offered by . The Darwinian Approach to Partnership Sustainability Mirowski Journal of Passthrough Entities August cases over last years since what has become known Strangi II [...]

Drafting to Have Happy Clients Great Documents and Add Value Your SNEPC October There can no better test of estate planner skill than with creative focused planning achieve specific objectives. Pixar For Estate Planners Animating Your Practice Through Social Media and Forever Friending Client Digital Assets The Do Don How To Of New Communication Channels presented Professional Advisory Committee meeting May [...]

Do The Passive Activity Loss Rules Impact Choice Of Family Limited Partnership Versus Liability Company For Estate Planning Discount Purposes Trusts and Estates April FLP FLLC are two entity choices frequently used by planners to achieve federal tax savings. Lifetime Gifting as Result of the New Act presented to Chicago Financial Planning Group on February . Courts have swayed both ways regarding the allowance of interest deduction by estate since Graegin case and it is important to note that certain criteria must be met for upheld [...]

Selling the policy presented at IICLE st Estate Planning Short Course ChicagoThursday Friday May Hyatt McCormick Place Wednesday Hilton Garden Inn. All along the Drafting Watchtower Heuristics as Best Standard Provisions Your Planning Documents presented Annual Miami Institute Estate January . Tremendous value can be added to any estate plan by inventive thoughtful drafting. All Rights Reserved [...]

Valuation Overview of Fractional Interests Estate Planning presented the Annual Chicago Kent School Law Tax Conference May. Valuation Essentials for Estate Planners presented May to the and Gift Annual Meeting of Illinois CPA Society. Graegin loans offer way to not only finance the tax liability but potentially reduce estate total . Individuals considering Graegin loan need to be prepared for the risks of loss value underlying assets held by estate. Now that You Have Done the Work How Are Going to Get Paid presented as part of Chicago Bar Association Probate Primer Seminar September with Monty Newlin [...]

Tax Savings with Individual Retirement Accounts and Family Limited Partnerships presented along Robert . Author When to Use Family Limited Partnership Partnerships IICLE [...]

Head r for i var t sj et n if . Billing a Pareto Optimal World Creative Practice Management Techniques Match Excellent Estate Planning with the Client Willingness Pay for Services presented Delaware Tax Institute Conference November [...]

June Understand the legal emotional aspects to billing collecting for services Funding Estate Taxes Is Interplay of Graegin Family Limited Partnerships Toxic Concoction Journal Passthrough Entities March One more complicated decisions how pay post mortem when has been set up with substantial portion decedent assets. Author Grafting Leverage Partnership onto Family Limited Partnerships IICLE . Selecting the Correct Business Format Advanced Estate Tax Planning presented Chicago Bar Association Seminar New Developments using Entities and October [...]