In the recent case of Estate of Purdue v. Commissioner , the Tax Court held in favor of a widow's estate where the IRS had sought an estate tax deficiency of over $3.1 million. The widow and her deceased husband formed an LLC and then made annual gifts of interests in the LLC to a trust for the benefit of their five adult children. The challenge by the IRS related...
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Seminars & Events:

April, 2017 - CELESQ
“An Asset Protection Planning Primer for Estate Planning, Tax and Creditors Rights Lawyers”
Live Web Cast
May 31 – June 1, 2017 - 

SOUTHPAC TRUST OFFSHORE PLANNING INSTITUTE CONFERENCE 2017, “Asset Protection in a Changing World” (31 May 2017) and “Questions & Answer Panel on Industry Challenges to Asset Protection Structures” (1 June 2017)
Las Vegas, Nevada


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Contact Information

Barry S. Engel