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Charitable Remainder Trusts: An Option to Consider
Sep 16, 2014
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Those wishing to sell and diversify highly appreciated assets (stocks, real estate) and those who have lots of taxable income should consider a charitable remainder trust (“CRT”) to minimize income tax on capital gains as well as gift and estate tax....
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Oregon's Natural Resource Credit Can Slash Estate Taxes
Sep 16, 2014
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As of January 1, 2012, Oregon’s estate tax adopted a very significant credit to owners of natural resource assets. In fact, for those who qualify, Oregon’s Natural Resources Credit (the “NRC”) will eliminate any estate tax on qualifying natural resou...
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Tips for Nonprofit Subsidiary LLCs
Aug 15, 2014
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Nonprofit charities regularly own or receive donations of real estate. In the real estate world, holding title to property in an isolated limited liability company is so common that many lenders’ and brokers’ template forms refer to “______ LLC,” wit...
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Family Asset Management: Trust or LLC?
Aug 30, 2013
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Many families select a trust in order to avoid estate taxes, manage assets, and provide that the assets pass to later generations. In some situations, a family limited liability company (“FLIC”) may be a superior vehicle for managing assets and ensur...
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Bypass Trust. The Simplest and Easiest Way to Reduce or Eliminate Estate Taxes
May 09, 2013
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How many years will it take your kids to save $100,000 after taxes? For those readers who are married and have an estate of $2 million or more, a bypass trust can save the ones you love at least $100,000 in estate taxes. Do I have your attention yet?...
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Goodwill Can Be Exchanged if Treated as Real Estate
Jan 06, 2012
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When attempting to exchange a business, exchanging the goodwill component is often a dead end. Goodwill of two different businesses may never be of like kind. Treas Reg § 1.1031(a)-2(c)(2). Goodwill associated with real estate, however, can generally...
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