Zell Law, PLLC

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Month: August 2016

Another Summary of the Valuation Discount Proposed Regs

Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities to family members or trusts for their benefit.  Please contact...

Estate Planning Bootcamp-Session 5 on 9/14/2016

On Wednesday, September 14 Odin, Feldman & Pittleman, P.C. will host its fifth session of the 2016 Breakfast Briefings for Building Wealth for Advisors (financial planners, financial advisors, accountants, insurance agents and bankers).  Led by Odin, Feldman &...