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off topic

2/12/2021

 
A couple of years ago I threw together a webinar for Lorman on planning for intergenerational transfer of a vacation home. This was an orphaned topic for them, created years earlier by someone who had moved on to other projects. But they wanted to repeat it, and somehow they found me.

And obviously it is not within my usual scope. My skillset, yes, but not my wheelhouse. Or whatever is the jargon.

But I did it, and learned a thing or two along the way about qualifying the transfer of a nonvoting interest in a family limited partnership for the gift tax annual exclusion.

And then more recently the folks at WealthCounsel picked up on it and asked me to flesh this out into an article for their quarterly. Which just came out today. Enjoy.
wealthcounsel_quarterly-winter2021-22-29.pdf
File Size: 1926 kb
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Comments are closed.

    the very occasional blogger

    The text here used to say,

    "In my 'day job,'  I do not often have an opportunity to articulate some of my more contrarian views."

    With the launch of the Jack Straw Fortnightly back in January 2018 that is no longer the case. This blog remains "very occasional," however, and functions primarily as a place to post news releases.

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