Understanding family limited partnerships for estate planning may save your client's family a considerable amount in estate taxes.
Family limited partnerships are still hot estate planning tools. Using family limited partnerships for estate planning may save your client's family held businesses from filing due to a lack of succession planning or the burden of estate taxes. This topic will provide successful strategies to use family limited partnerships, and will include several creative strategies.
Agenda
Faculty
Cameron L. Hess, Esq., CPA, MBT
Wagner Kirkman Blaine Klomparens & Youmans LLP
- Partner with the Northern California law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP
- Business, real estate, estate planning and federal and state tax attorney (emphasis: real estate, IT, closely held businesses)
- Chair Corporate and Pass through Entities Committee of the California Lawyers Association Tax Section; past member Business Law Section’s Committee of the same name
- Adjunct professor at McGeorge School of Law (Partnership Taxation)
- More than 35 years of experience
- Chair, The RED Group, a CalCPA Sacramento Real Estate think tank, 26-years
- Committee member/past chair CalCPA Ed Foundation Tax Conference (and prior Real Estate Conference), 17-years
- California Apartment Association – Sacramento Valley (government relations/past president)
- National speaker on tax law
- Prior: KPMG Lost Angeles Office State and Local Tax Practice (manager)
- Spidells California Taxletter, past columnist, continuing contributing writer
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