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Books

Oct. 16, 2010

Keeping It in the Family

How to choose the most appropriate business entity for passing client investments on to their younger family members. By Louis A. Mezzullo of Luce Forward.

By Louis A. Mezzullo

As the nation's population ages, an increasing number of clients are looking for the most effective way to pass their investments on to younger family members. This updated edition of "An Estate Planner's Guide to Family Business Entities" provides a complete and timely framework for selecting the most appropriate means of transferring wealth through the establishment of a business entity, including S corporat...

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