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"CREATIVE ESTATE PLANNING TECHNIQUES FOR BUSINESS OWNERS AND THEIR FAMILIES" [2019] ELECD 1428; in Zwick, A. Gary; Jurinski, J. James (eds), "Tax and Financial Planning for the Closely Held Family Business" (Edward Elgar Publishing, 2019) 230

Book Title: Tax and Financial Planning for the Closely Held Family Business

Editor(s): Zwick, A. Gary; Jurinski, J. James

Publisher: Edward Elgar Publishing

Section: Chapter 8

Section Title: CREATIVE ESTATE PLANNING TECHNIQUES FOR BUSINESS OWNERS AND THEIR FAMILIES

Number of pages: 44

Abstract/Description:

This chapter explores the challenges encountered by owners of family businesses in transferring assets including interests in the family business to family members either during lifetime or on death. The chapter explains the rules involved in the taxation of the transfer of property interests and creative tax efficient ways to do so.