Last week we heard the news of an improved economy because the July 5 report from the Labor Department and ADP, Inc., indicated that new jobless claims fell by 14,000 from the previous week and the private sector added...
Category: Fred Whitaker
Fred M. Whitaker, Senior Partner at Cummins & White, LLP. If you have questions related to this article, please contact Fred Whitaker at (949) 852-1800 or fwhitaker@cwlawyers.com. Last month we discussed the traits that...
Last month we discussed that “Operating Businesses Need an Operator.” Operating businesses—whether you want to sell your business to a third party, your employees, or give it to your heirs—need an operator to have...
If you have a lawyer, a CPA, or a financial planner, you have probably been inundated in the last few months with urgent calls, e-mails, newsletters and the like imploring that you take action. The five million dollar per...
With the holidays approaching, more than 75% of all companies plan to hold parties to boost office morale, reward employees, break down barriers, and celebrate the end of a year. These celebrations may involve games, dancing,...
Defective Grantor Trust
April 30, 2010
INTENTIONALLY DEFECTIVE GRANTOR TRUSTS PROTECT ASSETS FROM ESTATE AND GIFT TAXES Highlights Cummins & White, LLP developed a plan to help the owner of a successful business protect more than $30 million from estate and...
