WEPC Member Meeting - Life Insurance in Estate Planning, Buy/Sell Planning, and Charitable Giving

Date: Thursday, May 3, 2018
Time: 5:00pm - 7:00pm
Location: Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
Speaker: Mark G. Landau, esq & Gary Schwarcz, esq

Mr. Landau has focused his practice in the areas of estate planning, probate, estate administration, business succession planning and taxation. This has included such items as:

  • Design and preparation of estate planning documentation, including Wills, revocable trusts, irrevocable trusts, special needs trusts, qualified personal residence trusts, charitable trusts, intentionally defective grantor trusts, grantor retained annuity trusts, and family limited partnerships
  • Estate and gift tax counseling
  • Buy-sell agreement design and implementation
  • Estate and trust administration for individual and corporate fiduciaries
  • Development of effective wealth transfer planning strategies and techniques

 

GARY SCHWARCZ works primarily in the areas of business planning, estate planning and taxation. He has spoken on numerous occasions to professional groups, including CPAs, on tax topics, including the technical aspects of partnership and S corporation taxation.  Examples of legal matters he has handled for clients include the following:

  • Federal and state business tax planning and compliance
  • Individual income tax planning
  • Planning, formation, development, operation and tax compliance regarding closely held business entities
  • General representation of business entities
  • Tax planning with respect to partnerships, S corporations, limited liability companies and similar pass through entities
  • Tax analysis and documentation concerning mergers, acquisitions, investments, controlling interest sales, buy-outs, joint ventures, restructuring and recapitalizations
  • Planning and preparation of estate planning documentation
  • Tax analysis, structure and implementation regarding family wealth transfer transactions

 

 

 

The Washtenaw Estate Planning Council, Inc. is a Non-Profit corporation permanently established in the United States of America.

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