Estate Planning: FLPs and LLCs
March 2005
Limited partnerships and LLCs continue to be popular family wealth transfer vehicles. How tax-efficient are they in transferring wealth? What happens when disputes arise in the operation of a family entity?
If you use limited partnerships and LLCs for family wealth planning, you need to understand how recent tax cases effect the availability of discounts and whether Section 2036 of the Internal Revenue Code might operate to pull the decedent's transferred interests back into the estate. This program examines recent tax decisions on family partnerships and LLCs and what they mean for wealth-transfer planning. No matter how perfect from a transfer tax standpoint the family entity is, it comprises individuals and, as such, is subject to internal disagreements and its members are subject to their own financial issues. This program also explores the darker side of family partnerships and LLCs including internal disputes, charging orders and the ethical issues that confront practitioners representing co-owners of businesses.
Video Replay Date - March 31, 2005:
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1900 Grant Street, Suite 300
Denver, CO 80203
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1900 Grant Street, Suite 300
Denver, CO 80203
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