Shumaker is pleased to present the May/June 2014 issue of The Estate Planner.
In it we discuss:
- Valuing LLC Interests: How To Lose In Tax Court
- Should You Keep Your Trust A Secret?
- Preservation Effort – A “Stretch IRA” Can Maximize Your IRA’s Benefits
- Estate Planning Red Flag – You Hold Joint Title To Property With A Relative Or Friend
We welcome any questions or comments.
William R. Swindle, 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