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  • The Continued Viability of Using Bypass Trusts After the American Taxpayer Relief Act of 2012
    The Continued Viability of Using Bypass Trusts After the American Taxpayer Relief Act of 2012

    ATRA’s taxpayer benefits add—complexity and pitfalls—to estate planning THIS ARTICLE will look at the benefits of continuing to use a bypass trust as part of a married couple’s estate plan after the ...

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  • Chapter 3
    Chapter 3

    A. Scope of Chapter This chapter covers buy-sell (or “buy-out”) agreements for small, closely held corporations. The heart of this chapter is an agreement form (see §§3.48–3.73) for the purchase of ...

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  • Tisser's Top Ten Limited Liability Company Benefits
    Tisser's Top Ten Limited Liability Company Benefits

    LIMITED LIABILITY COMPANY BENEFITS The use of a Limited Liability Company (LLC) may be the premier planning strategy for reducing estate and gift tax liability. The following is a summary of some of ...

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  • Tisser's Top Ten Advanced Estate Tax Planning Techniques
    Tisser's Top Ten Advanced Estate Tax Planning Techniques

    ADVANCED ESTATE TAX PLANNING TECHNIQUES The following is a summary of various Advanced Estate Tax Planning Techniques available for eliminating or minimizing estate taxes. While not all techniques may ...

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  • Tisser's Top Ten Trust Administration Checklist
    Tisser's Top Ten Trust Administration Checklist

    TRUST ADMINISTRATION CHECKLIST Contact an experienced trust administration attorney. (a) Failure to get proper advice can subject the trustee to personal liability. Review the estate plan. (a) ...

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  • Tisser's Top Ten Factors Evidencing a Need for Estate Planning
    Tisser's Top Ten Factors Evidencing a Need for Estate Planning

    DO YOU NEED ESTATE PLANNING? Do you need a Will or Living Trust? Yes, if you want to control how your assets will be distributed at your death. Do you have a Will or a Living Trust which is more than ...

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