"The Estate Planner" – March/April 2012

Professionals: Bruce H. Gordon

Shumaker is pleased to present the March/April 2012 issue of The Estate Planner.

In it we discuss:

  • Watch Your Step! Step Transaction Doctrine Can Increase Tax On FLP And LLC Gifts
  • Dual Benefits In One Saving Strategy
  • Protecting Trust Assets When A Beneficiary Is Also A Trustee
  • Estate Planning Red Flag – You Haven’t Chosen The Right Executor Or Trustee

We welcome any questions or comments.

Bruce H. Gordon, 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


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