Wealth Planning Strategies Using Business Entities with Stacy Eastland - Part 1

Jumpstart - Bloomberg Tax

Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.