Category Archives: Estates


Estate Planning: Lifetime Gifts of Closely Held Business Stock to Family Members

“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

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Jack Ferriter Presented at National Business Institute Seminar in Springfield

Jack Ferriter was a featured speaker at the NBI (National Business Institute) seminar held in Springfield on Monday, May 22, 2017. He presented on “PROTECTING ASSETS WHILE QUALIFYING FOR MEDICAID.” His presentation was titled “Medicaid Laws Impact Asset Preservation Planning,” which is linked below. Medicaid Laws Impact Asset Preservation Planning

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