Handling Closely Held Business Interests and Other Special Assets

01/01/2012

Gregg M. Simon, Chair of the firm's Wealth Transfer & Succession Planning group, is the author of "Handling Closely Held Business Interests and Other Special Assets." This comprehensive article originally appeared as a chapter in Estate Planning for Illinois Attorneys: The Basics and Beyond, published by the Illinois Institute for Continuing Legal Education.

Topics include the following:

  • Estate, Gift, and Generation-Skipping Transfer Tax Background
  • Minimization of Transfer Taxes
  • Planning for Disposition of Closely Held Business or Real Estate Held for Production of Income
  • Nonbusiness Real Estate and Other Special Assets

Click here to view a PDF of "Handling Closely Held Business Interests and Other Special Assets."