Topics covered: Trust and Estate Elections and Terminations; Collateral Issues; Transfer of Family Business Ownership to the Next Generation Through the Use of Grants; Gifting Techniques; Slats; Sale to an IDIGT (Intentionally Defective Irrevocable Grantor Trust); and The 3.8% Medicare Tax.
2 MCLE Credits (Professional Practice)
Eugene L. Stoler, CPA, JD, LLM
Bradley M. McKinney, CPA
Roberto Viceconte, CPF, CPA, JD