Patrick Lannon

Patrick Lannon

Bilzin Sumberg Baena Price & Axelrod LLP

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Latest Posts › Succession Planning

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The End of Valuation Discounts in Estate Tax Planning?

Families with interests in closely held entities have long benefitted from reduced estate and gift tax exposure due to valuation discounts. If regulations proposed by the Internal Revenue Service are adopted in their present...more

9/6/2016 - Business Succession Business Valuations Closely Held Businesses Comment Period Estate Planning Estate Tax Family Businesses Family Limited Partnerships Gift Tax IRC Section 2704 IRS Limited Liability Company (LLC) Partnerships Proposed Regulation Succession Planning Transfer of Assets Transfer Taxes U.S. Treasury

The University Of Miami’s Heckerling Institute On Estate Planning Conference

The University of Miami School of Law recently completed its presentation of the 47th Annual Heckerling Institute on Estate Planning. The Institute, which has been held in Orlando for the last several years is the nation’s...more

2/13/2013 - ESOP Estate Planning Estate Tax Succession Planning

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