Estate Planning for Flow-Through Entities: Minimizing Taxes for Partners, Shareholders, and Beneficiaries
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will offer estate planning strategies for partners and shareholders. Our panel of trust and estate advisers will provide suggestions to minimize taxes and point out tax hazards to avoid for owners of flow-through entities.
Outline
- Estate planning for flow-through entities: introduction
- Partnerships
- S corporations
- Gifting strategies
- Other planning techniques
Benefits
The panel will cover these and other key issues:
- When should a trust consider an election to be a QSST?
- How the level of participation is determined for an LLC interest held by a trust
- Succession planning for pass-through entities
- Which shareholders might benefit from gifting their interest in an S corporation?
Faculty
Matthew E. Rappaport, Esq., LL.M.
Vice Managing Partner
Falcon Rappaport & Berkman
Mr. Rappaport counsels clients on technical and complex tax issues. He works closely with closely held business owners,... | Read More
Mr. Rappaport counsels clients on technical and complex tax issues. He works closely with closely held business owners, real estate investors/developers, and high net worth families. He advises clients on a wide array of issues including, generational wealth transfer, family business succession, tax structuring of mergers, acquisitions and reorganizations of business entities, windfall planning for major liquidity events, tax provisions of operating agreements, 1031 Exchanges, conversion of investment real estate, and audits hinging on the outcome of a highly technical issue.
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Andrew L. Gradman, Esq., LL.M.
Of Counsel
Falcon Rappaport & Berkman
Mr. Gradman is Of Counsel in FRB’s Taxation Practice Group. He advises clients on a wide range of federal and... | Read More
Mr. Gradman is Of Counsel in FRB’s Taxation Practice Group. He advises clients on a wide range of federal and international tax matters, including deferral and characterization of income; partnership taxation; corporate taxation; and Opportunity Zones. Mr. Gradman frequently represents closely held family businesses, real estate developers, and cannabis clients. He also has extensive experience in estate and gift tax planning.
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