Our attorneys counsel owners of family businesses where succession planning and asset protection are linked, and individuals of substantial means who wish to take advantage of sophisticated tax planning techniques to retain and build their wealth for future generations. In addition, when tax issues arise, we seek the most expedient resolution.
+ READ MOREWe succeeded in substantiating, in IRS proceedings, the transfer of approximately $6 million of assets out of a client’s taxable estate shortly before the client’s death with no transfer tax consequences. The taxpayer funded a limited partnership with $10 million of assets and then sold a 50% limited partnership interest to her children in exchange for a private annuity, transferred approximately 10% to a charitable lead trust and transferred small percentage interests to the taxpayer’s children and grandchildren. These strategies saved the family approximately $3 million in estate taxes.
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Inside the Minds: Family and Business Succession Planning 2016 Edition
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Journal of Taxation of Investments Spring, 2015
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New Jersey Law Journal Business succession planning: Encourage your clients to get it done February 5, 2015
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Aspatore Books Inside the Minds: Family and Business Succession Planning, 2014 ed.
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An alert published by the Tax, Trusts & Estates Department of Cole, Schotz, Meisel, Forman & Leonard, P.A. November 1, 2007
Cole Schotz Docket Summer 2007
New Jersey Law Journal July 2, 2007
Cole Schotz Docket Spring 2007
Cole Schotz Docket Tax Considerations for Business Owners Preparing for Sale Spring 2007
New Jersey Law Journal A hub and spoke structure removes a significant value from the owner's estate February 5, 2007
New Jersey Law Journal New Jersey's recent tax legislation was more than just a 1 percent hike in sales tax January 15, 2007
Cole Schotz Docket Winter 2007
New York Law Journal October 13, 2006
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New Jersey Law Journal A New Jersey resident could save thousands in taxes by moving to the Sunshine State January 30, 2006
Cole Schotz Docket Winter 2006
New Jersey Law Journal Wills must be properly drafted to account for the new deduction for state death taxes November 14, 2005
Cole Schotz Docket Summer 2005
New Jersey Law Journal After Schiavo: A look at the law surrounding living wills May 9, 2005
New Jersey Law Journal A successful business should develop and maintain a succession plan March 14, 2005
New Jersey Law Journal Phillip S. Pepper November 15, 2004
Exceptional Parent Magazine November 2004
Trusts & Estates Law Monitor
New Jersey Law for Special Needs Children
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