Estate Planning

  • Minority and Control Interests in Privately Held Business Entities

  • Gifts of Minority Interests

  • Family Limited Partnerships/LLCs Holding:
    • Real Estate
    • Securities
    • Combination

  • Undivided Interests in Real Estate (Common Tenancy)

  • Debt Securities (Promissory Notes)

  • Restricted Stock (SEC Rule 144)


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