Strategic Estate Planning for Business Owners

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On October 20, 2011, the Firm’s Karen K. MacKay was a speaker at MB Financial Bank’s seminar entitled “Strategic Estate Planning For Business Owners.” The presentation discussed recent changes to estate, gift, and generation-skipping transfer tax laws and strategies available to closely held business owners to leverage the amounts that they can transfer tax-free. Grantor Retained Annuity Trusts (GRATs), family limited partnerships and limited liability companies, intra-family loans, sales to “defective” grantor trusts, and other techniques were illustrated for the seminar attendees. Karen can be reached at 312/840-7009 or

330 North Wabash Avenue, Suite 2100
Chicago, Illinois 60611-3607
T: 312.840.7000
F: 312.840.7900