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.
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 |
RSS Feed