August

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  • When Should I Sell a Piece of My Company to a Non-Grantor Trust? Photo
    When Should I Sell a Piece of My Company to a Non-Grantor Trust?
    Zell Law, PLLC - Blueprint for Wealth ·
    One advantage of selling to a non-grantor trust is that it allows you to lock in the capital gains at a fixed value while deferring the recognition of the gain until payments are made under the promissory note. This strategy can effectively transfer the appreciation in value to the trust beneficiaries.
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  • What Type of Partnership Should I Create? Photo
    What Type of Partnership Should I Create?
    Zell Law, PLLC - Blueprint for Wealth ·
    What type of partnerships should you choose - General Partners (GP), Limited Partnerships (LP), Limited Liability Partnership (LLP) or Limited Liability Limited Partnership (LLLP). Avoid general partnerships which expose personal assets to business liabilities. (Read More)
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  • What is a Value Gap (Value Gap Analysis)? Photo
    What is a Value Gap (Value Gap Analysis)?
    Zell Law, PLLC - Blueprint for Wealth ·
    A value gap is the difference between what a seller thinks his/her business is worth and what the actual fair market value of the business-increase your value (decrease your "Gap") with strong management team,loyal & diverse customer base, competitive advantage & scaleable & efficient operation.
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  • Should I Set Up a Dynasty Trust? Photo
    Should I Set Up a Dynasty Trust?
    Zell Law, PLLC - Blueprint for Wealth ·
    A dynasty trust is a long-term, irrevocable trust designed to pass on and manage wealth for multiple generations. It allows individuals to transfer assets, such as money, property, investments, or closely-held business interests into a trust for beneficiaries (typically family members) while minimizing estate tax, gift and generation-skipping transfer (GST) taxes and protecting the assets from creditors and potential squandering.
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  • TAX ALERT: What will the estate and gift tax exclusions be in 2024, 2025? Photo
    TAX ALERT: What will the estate and gift tax exclusions be in 2024, 2025?
    Zell Law, PLLC ·
    What is an estate tax and a gift tax and how are they different? The federal estate tax applies to the transfer of property at death. The gift tax applies to transfers made while a person is living. The generation-skipping transfer (GST) tax is an additional tax on a transfer of property that skips one or more generations.
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