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Estate planning for the corporate executive

Author: William A Drennan; Michael G Goldstein; Christopher E Erblich; Tax Management Inc.
Publisher: Arlington, VA : Tax Management Inc., ©2009-
Series: Tax management portfolios, 808-3rd.
Edition/Format:   Continually updated resource : Updating loose-leaf : EnglishView all editions and formats
Summary:
" ... deals with typical problems arising in wealth transfer planning for corporate executives. A lack of liquidity and concentration of investments in the employer's stock (particularly if the employer is a closely held corporation) may present special planning and administration problems for executives and their fiduciaries. In addressing liquidity concerns, this portfolio discusses the tax consequences of the use  Read more...
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Additional Physical Format: Drennan, William A., 1960-
Estate planning for the corporate executive.
Arlington, VA : Tax Management, ©2009-
(OCoLC)60405752
Material Type: Updating loose-leaf, Internet resource
Document Type: Continually Updated Resource, Internet Resource
All Authors / Contributors: William A Drennan; Michael G Goldstein; Christopher E Erblich; Tax Management Inc.
ISBN: 9781558716728 1558716726
OCLC Number: 319070886
Notes: " ... [R]evises and supersedes 808-2nd T.M."--Page [1] of cover and title page.
Prior ed. has Goldstein's name listed first in statement of responsibility.
Description: volumes (loose-leaf) : illustrations ; 28 cm.
Contents: Detailed analysis. [pts.] I. Introduction --
II. Estate planning problems of the executive --
III. Estate planning in the age of uncertainty --
IV. Income in respect of a decedent --
V. Nonqualified deferred compensation for taxable corporations --
VI. Nonqualified deferred compensation for tax-exempt organizations --
VII. Death-benefit-only plans --
VIII. Qualified retirement plans --
IX. Stock options --
X. Split-dollar insurance arrangements --
XI. Life insurance --
XII. Special issues for owners of closely held businesses --
XIII. Non-U.S. citizen spouses --
Table of worksheets.
Series Title: Tax management portfolios, 808-3rd.
Responsibility: by William A. Drennan, Michael G. Goldstein and Christopher E. Erblich.

Abstract:

" ... deals with typical problems arising in wealth transfer planning for corporate executives. A lack of liquidity and concentration of investments in the employer's stock (particularly if the employer is a closely held corporation) may present special planning and administration problems for executives and their fiduciaries. In addressing liquidity concerns, this portfolio discusses the tax consequences of the use of life insurance in general, and the continued viability of split-dollar life insurance arrangements for gift and estate tax purposes."--Page iii.

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