Shumaker is pleased to present the March/April 2012 issue of The Estate Planner.

In it we discuss:

• Watch Your Step! Step Transaction Doctrine Can Increase Tax On FLP And LLC Gifts
• Dual Benefits In One Saving Strategy
• Protecting Trust Assets When A Beneficiary Is Also A Trustee
• Estate Planning Red Flag – You Haven’t Chosen The Right Executor Or Trustee

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