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
Estate Planning
Taxation