Estate & Gift Tax Planning and Filing Activities

  • The recapitalization of a large industrial products distribution concern through the design, creation and issuance of non-voting common stock that was subbsequently transferred to a Family Limited Partnership (FLP) to facilitate follow-on estate planning activities.
  • The credit sale of minority voting common stock to trust entities to assure that the ownership of the equity instruments did not fall into dissident shareholder control.
  • The valuation of a closely-held Internet concern‵s voting common stock for a large charitable foundation gift transaction.