Friday, July 18, 2014

A Resurgence in Charitable Trusts? | Philanthropy content from WealthManagement.com

A Resurgence in Charitable Trusts? | Robert F. Sharpe, Jr. | WealthManagement.com (JEH: Gerry Nowotny posted comments along the same lines and linked to Robert's article. They are probably correct regarding the increased use of charitable trusts in business succession (e.g., "charitable bailout") transactions given the potential income tax consequences of those transactions now -- especially where Subchapter C corporations are involved.)

Thursday, July 3, 2014

Worry About Your Estate Plan, Not The Taxes

Worry About Your Estate Plan, Not The Taxes - Forbes.com (JEH: Steve Parrish reminds everyone that federal transfer taxes are not necessarily the primary factor in business succession or related estate planning matters.)