Shumaker is pleased to present the March/April 2011 issue of The Estate Planner.

In it we discuss:

• A Simple Strategy - Pair An IDGT And An Installment Sale To Pass On Your Business
• Do You Have A Succession Plan For Your Vacation Home?
• Helping A Family Member In Need - Don’t Let Your Intrafamily Loan Run Afoul Of The IRS
• Estate Planning Red Flag – Crummey Powers Provide For Withdrawal Of A Specific Dollar Amount

We welcome any questions or comments.

Bruce H. Gordon, Co-Chair
Shumaker, Loop & Kendrick, LLP
Trusts and Estates Department

For more information, please contact a Shumaker attorney in any of these practice areas:

Trust and Estate Administration
Estate Planning
Taxation