Three Estate Planning Alternatives for the Family Vacation Home
There’s no place like a vacation home.
Are your clients aware of the different estate planning technique options when it comes to planning for the family vacation home? This white paper will look specifically at three approaches to planning for the family vacation home, a tenancy in common subject to an ownership agreement, an irrevocable trust, and a limited liability company.
Freelance paralegal consultant to advisors for nonprofits and their donors in structuring charitable contributions of closely held business and real property interests to serve the mutual advantage of all parties
Manager of noncash research for Charitable Solutions, LLC, a planned gift risk management consulting firm headed by Bryan Clontz
Provides legal research and advice on income and transfer tax planning more generally and writes the occasional trial or appellate brief
For ten years, was writer and editor for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning
Six years ago launched his own newsletter, the Jack Straw Fortnightly
Back issues and authored papers posted to https://www.plannedgiftdesign.com/
Has spoken at several national and regional conferences and to local and regional planned giving roundtables, community foundations, and bar associations
J.D. from St. Louis University, LL.M. in taxation law from Washington University in St. Louis, undergraduate degree in English literature from Indiana University Bloomington master’s in Humanities from the University of Chicago