How to Use an Intentionally Defective Grantor Trust (IDGT) to Transfer a Family Business
This video describes how to use an Intentionally Defective Grantor Trust (IDGT) to transfer a family business. It also discusses the advantages and disadvantages of an IDGT and includes an illustration of the wealth transfer technique.
How to Use a Grantor Retained Annuity Trust (GRAT) to Transfer a Family Business
This video discusses how to use a Grantor retained Annuity Trust (GRAT) to transfer a family business. It discusses the common goals for a family business owner and the advantages and disadvantages of using a GRAT to solve for these goals. An illustration is also provided to help visualize the workings of the family business transfer concept.
Benefits of Implementing a Leveraged ESOP
Learn about the benefits of implementing a leveraged Employee Stock Ownership Plan (ESOP).
Selling to an ESOP and how a selling shareholder can obtain tax-deferral in an ESOP transaction is discussed and illustrated.
WHO we serve
We consider ourselves a plaintiff’s law firm: We help people, including the injured, beneficiaries of trusts and wills, and minority shareholders.
We do not represent insurance companies or engage in insurance defense work on behalf of defendants.
OUR CONTACT INFORMATION
Watson Law Group, APC 1602 E. 4th Street, Santa Ana, CA 92701
Phone: (949) 482-1850
FAX: (888) 517-3960