Family Limited Partnerships and Revocable Living Trusts: Coordinating Business and Estate Strategies

With investments and businesses booming over the last few years and the federal estate tax limits being cut in half in a few years, business owners are looking for ways to reduce or eliminate potential estate taxes. A Family Limited Partnership is one way of “compressing” the value of businesses in combination with a gifting strategy to reduce a potential taxable estate. But how does all of this coordinate with a good revocable living trust? And can it also be used in conjunction with generational protection planning to ensure inheritances reach the grandchildren?

In this webinar, Jeffrey G. Marsocci, also known as The Plain English Attorney®, will review how to merge business, estate tax, and estate planning goals into one coordinated plan.

BASIC INSTITUTE REGISTRATION
(May 6-7, 2024, Salt Lake City, Utah)

ADVANCED INSTITUTE REGISTRATION
(September 23-25, 2024, Pigeon Forge, TN)

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