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Estate Planning Private Company Shares

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
BakerHostetler

Careful Estate Planning Required When Transferring S Corporation Shares to Trusts

BakerHostetler on

S corporation shareholders must be careful not to inadvertently terminate their closely held company’s S election when engaging in estate planning....more

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