News & Analysis as of

Estate Tax Joint Ownership

Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.
Lewis Roca

Supreme Court Clarifies Shareholder Agreement Valuations for Estate Tax Purposes in Connelly v. United States

Lewis Roca on

Many co-owners of closely held businesses will employ life insurance as a tool for funding the transfer of ownership in the business upon the death or retirement of an owner. In these cases, planning involves the use of...more

Warner Norcross + Judd

Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?

As the family gathers at the summer cottage or vacation property each season, the senior generation might think how nice it would be for these multi-generational gatherings to continue after they pass from the scene. And to...more

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