Estate Planning and Business Transition Issues Not to Overlook Before the Year-End - Update | Schwabe, Williamson & Wyatt PC
Suspension of required minimum distributions for qualified retirement plan accounts Valuations In general: Many estate and business succession planning tools require a valuation of a business or real property or other assets. The best valuations are done by independent third parties, and these take time. Please plan ahead: it might already be too late for 2020. There are many reasons for valuations: succession planning, estate planning, stock and option programs, partnership splits, refinancing, recapitalization, divorce, etc. There is inherent tension on the reasons for the valuation and...
Source: jdsupra.com