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Chapter 3 Estate Planning Aspects

Index

  • Section 1 Introduction
  • Section 2 Annual Gifts
  • Section 3 Estate Freeze
  • Section 4 Traditional Recapitalization
  • Section 5 S Corporations
  • Section 6 Tax-Free Recapitalization
  • Section 7 Taxable Stock Dividend
  • Section 8 Preferred Stock Bailout
  • Section 9 Estate Tax Issues
  • Section 10 Traditional Installment Sale
  • Section 11 Installment Sale to Irrevocable Trust
  • Section 12 Grantor-Retained Annuity Trust
  • Section 13 Corporate Redemption
  • Section 14 Valuation of Stock
  • Section 15 Special Valuation Rules of Internal Revenue Code Chapter 14
  • Section 16 Lifetime Estate Planning With Limited Partnerships
  • Section 17 Fair Market Value and Discounts
  • Section 18 Conclusion
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