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Estate & Gift

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Various planning techniques to allow for the minimization of estate taxes, such as maximizing the utilization of the unified credit available to both spouses:

  • Using family limited partnerships
  • Taking advantage of the annual gift tax exclusion
  • Using life insurance as part of an estate plan
  • Considering various valuation discounts that may be taken, including minority interest and lack of marketability discounts
  • Review of the estate in order to determine if it qualifies for special tax rules such as the exclusion for a qualified family owned business and the deferral of estate tax at a favorable interest rate.

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