Valuations and Estate Planning: Impact of COVID
What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis?
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Valuation Discounts
IRS Classifies Section 2704 Proposed Regulations as Burdensome
In response to the President’s Executive Order of April 21, 2017, the Internal Revenue Service has issued Notice 2017-38, 2017, designating the Proposed Regulations under Section 2704 of the Internal Revenue Code as imposing an undue…
IRC 2704 Regulation Changes
This webinar, jointly presented by Interactive Legal and Peak Trust Company, by Jonathan G. Blattmachr and Mitchell M. Gans, will discuss the proposed Section 2704 regulations issued earlier this month.
Sample Letter to Clients Regarding Proposed 2704 Regs.
This is a sample letter to clients alerting them to the potential changes in estate planning opportunities due to the proposed Treasury Regulations under I.R.C. section 2704.The letter provides an example of a client-friendly explanation of…
The Current State of Estate Planning With FLPs and LLCs
The donors, Thomas and Kim, a married couple, transferred a substantial quantity of the stock of Dell Corp. to a newly formed FLP and then made gifts of limited partnership units to a custodian for one of their children and the trustee of a…