Zell Law, PLLC

Creating A Blueprint For Wealth

  1. Home
  2.  » 
  3. Firm News
  4.  » Another Summary of the Valuation Discount Proposed Regs

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 Zell Law for assistance in making transfers prior to year-end, the expected effective date of the regulations.

Categories

Archives

FindLaw Network