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Many business owners hold shares of their company in their own name through an S corporation, Limited partnership, or LLC. While providing you with direct control of the asset, owning shares directly keeps appreciation inside your taxable estate and can result in high estate taxes.

There’s a way to protect your assets without losing control: This solution will protect your assets, pass on the appreciation to your benefactors and provide you access to life-time income.

You can gift or sell non-voting shares to your beneficiaries at high discounts. These shares can be placed in a trust. Additionally, it transfers the asset outside of your taxable estate and reduces your estate tax burden while still enabling you to maintain control of the asset.

 

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