Submit a memo describing how you will incorporate trusts into the estate plan you started in Milestone One. Include a quantitative model (in Excel) explaining how the use of the trusts and the family limited partnership can reduce the familys estate tax over time.
Submit a memo describing how you will incorporate trusts into the estate plan you started in Milestone One. Include a quantitative
model (in Excel) explaining how the use of the trusts and the family limited partnership can reduce the familys estate tax over time.
Show how the transfer of ownership in the present via gifts or the formation of trusts will ensure a greater appreciation in value of the
younger generations ownership interests in the family enterprise over time. Conclude whether or not the strategy is worthwhile and
is ethically sound.
