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.
Until recently based in Portland, Oregon, now transplanted to Tucson, Arizona, he works as a freelance paralegal consultant with nonprofits, donors, and their advisors in structuring charitable contributions of closely held business and real property interests, so as to serve the mutual advantage of all parties
Provides legal research and advice on income and transfer tax planning more generally, and writes the occasional trial or appellate brief
For ten years, he was a writer and editor for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning
More recently he has launched his own newsletter, the "Jack Straw Fortnightly," back issues of which are posted to his website, https://www.plannedgiftdesign.com/
Has spoken at any number of national and regional conferences, and to local planned giving roundtables, community foundations, and bar associations; some of his recent papers are also posted to his site
J.D. degree, St. Louis University; undergraduate degree in english literature, Indiana University in Bloomington; M.A. degree in english, University of Chicago; M.A. degree in taxation law, Washington University in St. Louis, Missouri, where he practiced law for more than twenty years