Serving all of Massachusetts and Connecticut Concentrating in Business and Estate Law
Serving all of Massachusetts and Connecticut Concentrating in Business and Estate Law
“Rather than disposing of stock in a closely held business (by sale or corporate reorganization) at retirement the retiree may decide to transfer all or a portion of the stock by gifts to various family members.” Streng & Davis, Tax Planning for Retirement 7.05[1] (Thomson Reuters Tax and Accounting 2018). Three important objectives can be … Continue reading Estate Planning: Lifetime Gifts of Closely Held Business Stock to Family Members
