Estate and Elder Law

Recent Posts

Discounted Gifts
Posted on 30 Jul 2010 by Hon. C. Raymond Radigan

One may transfer traded securities to a partnership and then gift partnership interests and pay less gift tax then if the securities were gifted outright due to allowable discounts for lack of marketability and minority interests in the partnership... Read More

Morrison & Foerster LLP: Funding the Family Foundation: Qualified Appreciated Stock
Posted on 5 Feb 2013 by Morrison and Foerster LLP

By Joy S. MacIntyre , Morrison & Foerster LLP In an earlier post we described some of the tax benefits - and challenges - associated with donating corporate securities to a family foundation or other private foundation. On the right facts, the donor... Read More