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Estate Planning & Chapter 14: Understanding the Special Valuation Rules (Second Edition)

Author(s): Cheryl E. Hader
Practice Area: Employee Benefits, Estates & Trusts, International Law, Tax
Date: Dec 2011 i Other versions can be found in the Related Items tab.
ISBN: 9781402416873
PLI Item #: 33674

Although Chapter 14’s special valuation rules may have reduced the viability of estate freezes, author Cheryl Hader informs practitioners how to still achieve tax-effective results under the right set of facts. Estate Planning & Chapter 14: Understanding the Special Valuation Rules

 is a comprehensive and indispensable resource for estate and tax planners, tax attorneys, and general practitioners involved in estate and tax planning. It advises practitioners how to take advantage of the still available tax-saving opportunities for clients wishing to pass wealth from older to younger generations within a family. Tax-advantaged strategies are illustrated by the numerous sample documents, case studies, charts, and graphs included in the book.
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Cheryl focuses her practice on domestic and international estate planning, probate, estate and trust administration, prenuptial matters, and charitable planning and counseling, including the creation and administration of charitable organizations. In addition, Cheryl advises clients on gift and income tax planning in connection with closely held business interests, commercial real estate, private equity funds, hedge funds, and the disposition and administration of intellectual property rights. Cheryl also counsels clients in connection with will contests and estate and trust litigation.

She also advises and assists in the creation and operation of private charitable foundations to enable those clients to fulfill their charitable goals, and has facilitated the formation and serves as a director of a number of family foundations.

Cheryl advises numerous prominent New York and New Jersey families in connection with gifts of substantial assets to trusts for younger generations. She also counsels and represents clients in litigation relating to contested probate matters, the administration of estates and trusts, and complex business disputes. Cheryl is the author of Estate Planning and Chapter 14: Understanding the Special Valuation Rules, from the Practising Law Institute, now in its second edition.