Publications

Articles From David Berek

Taxes, Marital QTIP Trusts, and Anti- Apportionment Clauses

By David Berek
August
2005
Column
Page 418
It's time to revisit the language you've been using in QTIP trusts. 
Find out why.

Is the Family LLC Still a Good Asset Protection Device?

By David Berek
May
2005
Column
Page 256
 Is a debtor's interest in a family LLC still beyond the reach of creditors?

Business Succession Planning: Lessons from True, Blount and Smith

By David Berek
February
2005
Column
Page 94
The IRS is taking a harder look at how the parties to buy-sell agree-ments for closely held businesses are calculating fair-market value.

New Small Estate, Anti-Lapse, Health POA Provisions

By David Berek
November
2004
Column
Page 601
A summary of three new estate-planning laws.

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