Lukinovich Lagniappe

October 2018 – Volume XVII - Bonnie Wyllie – A New Way to Defer & Possibly Forgive Capital Gains Tax
Proposed Regulation 115420-18
Revenue Ruling 2018-29

August 2018 - Special Edition Volume XVI – Bonnie Wyllie – Louisiana’s Tuition Donation Tax Credit

July 2018 - Volume XV – Bonnie Wyllie – Taking Advantage Of The New Deductions For Flow-Through Income - Internal Revenue Code Section 199A -  Chart A        Chart B        Chart C        Chart D

April 2018 - Volume XIV – David Lukinovich – Utilization of One-Way Buy-Sell Agreements to Effect a Sale of Your Business to Employees (Including Family Members)

January 2018 - Volume XIII – Craig S. Daste, Jr. – The Trustee Under Louisiana Law

October 2017 – Volume XII – Bonnie Wyllie – Practical Financial Reasons for Making Charitable Gifts

July 2017 - Volume XI - David Lukinovich – Preparing Heirs for the World & Beyond

April 2017 – Volume X - Daniel H. Bruni – False Assurances with PODs

January 2017 – Volume IX - Craig Daste, Jr. – Duty as Executor

Oct 2016 - Volume VIII - Bonnie Wyllie – Utilizing Charitable Trusts for Wealth Conservation

July 2016 - Volume VII - David Lukinovich – Sale to Defective Grantor Trusts [Case Study for Olive & Earl Breaux]

April 2016 - Volume VI - David Lukinovich – Using Independent Outside Directors to Supplement/Complement Family Directors in Family Owned Business Enterprises

January 2016 - Volume V - Greg LaCour – The Forbidden Words in Estate Planning – “Asset Protection”

October 2015 - Volume IV - Carl Servat - Baby Boomers Beware!!

July 2015 - Volume III - David Lukinovich - Grantor Trust Strategies in Estate Planning

April 2015 - Volume II - David Lukinovich - Business Successions and Exit Planning Strategies

January 2015 - Volume I - Greg LaCour - Fiduciary Litigation-Trusts