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"Use of Trusts, Estates, Minors, and Alternatives as S Corporation Shareholders"
Tulane Tax Institute
October 23, 2015
New Orleans, Louisiana
Jonathan R. Katz, a partner in the firm’s Tax & Estates Practice Group, presented at the Tulane Tax Institute on October 23, 2015, in New Orleans, Louisiana. Mr. Katz discussed the use of trusts, estates, minors, and others as S corporation shareholders and strategies to protect against direct and indirect transfers to ineligible shareholders. The Tulane Tax Institute presents a forum for attorneys, CPAs, and estate planners to hear nationally recognized tax and estate planning legal practitioners, law professors, and accountants present in-depth reviews of recent tax statutes, regulations and decisions, learn practical tax and estate planning tips, and discuss the current issues impacting their practice.