Articles in this section illustrate some basic estate planning concepts where a family business or an investment partnership is a significant part of your estate, such as business succession issues, dispute resolution techniques, the types of entities in which to operate a business, and ways to save on taxes.

A Business Succession Plan

Plan for Business Succession Before You Plan for Taxes

Plan Now for Business Succession

How to Avoid Family Business Transfer Taxes

Avoid Family Disputes By Using a Buy-Sell Agreement

How to Structure a Buy-Sell Agreement for Your Business

Trusting Your Children with the Family Business

Hire Your Children to Ease Estate and Income Taxes

"ESOP" Spells Benefits for You, Your Employees and Your Business

Know the Shareholder Rules Before Gifting S Corporation Stock

S Corporation Stock as an Estate Planning Tool

Is a Limited Liability Company Right for You?

Use Single-Member LLCs for Business and Estate Planning

Family-Owned Business Exclusion and Recapture

5 Ways an FLP Can Benefit Your Estate Plan

Family Limited Partnership (FLP)

Partnership Interests and Your Estate Plan

The Ins and Outs of Valuing an FLP

Value Your FLP Properly or Lose the Tax Advantages

Fair Market Value - According to Whom?

ESOPs Offer Business Owners Planning Options

Discounting Family Limited Partnership Units

What You Should Know About Your Family Limited Partnership

ESOPs in a Nutshell

Family Limited Partnership (FLP)/Family Limited Liability Company (FLLC)

California FLPs: A Client Primer