Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

Inheritance

How Does Step-up Basis Work in an S-Corp?

My sister, her husband and I own an S Corporation with 25%, 25% and 50% ownership, respectively. The S Corporation invests in rental properties. My brother-in-law passed away earlier this year, so does my sister get a step-up in basis for her husband’s portion?

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Spouse

What Is a SLAT in Estate Planning?

If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.

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Tools

Trusts: The Swiss Army Knife of Estate Planning

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.

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