ESTATE PLANNING IN VOLATILE MARKETS: ADVANCED STRATEGIES FOR UHNW CLIENTS
Ultra-high-net-worth families often face unique opportunities during periods of market decline, high inflation, or recessionary pressure. This white paper explores a range of advanced estate and gift tax planning techniques for such environments, focusing on family-owned businesses, art/collectibles, and legacy real estate – citing relevant Internal Revenue Code sections, IRS rulings, case law, and academic insights. To tie together the strategies, illustrative scenarios demonstrating how they can be implemented for maximum advantage when markets are down.
Ultra-high-net-worth families often face unique opportunities during periods of market decline, high inflation, or recessionary pressure. This white paper explores a range of advanced estate and gift tax planning techniques for such environments, focusing on family-owned businesses, art/collectibles, and legacy real estate – citing relevant Internal Revenue Code sections, IRS rulings, case law, and academic insights. To tie together the strategies, illustrative scenarios demonstrating how they can be implemented for maximum advantage when markets are down.
Ultra-high-net-worth families often face unique opportunities during periods of market decline, high inflation, or recessionary pressure. This white paper explores a range of advanced estate and gift tax planning techniques for such environments, focusing on family-owned businesses, art/collectibles, and legacy real estate – citing relevant Internal Revenue Code sections, IRS rulings, case law, and academic insights. To tie together the strategies, illustrative scenarios demonstrating how they can be implemented for maximum advantage when markets are down.
34 Pages
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