"The Estate Planner" – March/April 2011

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

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