Lukinovich Lagniappe
November 2020 – Volume XXIII – Daniel Bruni – Transferring LLC Interests at Death Might be a Big Problem
January 2020 – Volume XXII – Patrick Gabb – What you need to know about the SECURE Act
October 2019 – Volume XXI – Bonnie Wyllie – The Personal Liability of Board of Directors of Nonprofits for the Tax on Excess Benefit Transactions
July 2019 – Volume XX – Kathryn Garitty – Gifting Under the Trump Era Tax Laws
April 2019 – Volume XIX - Justin Mannino – Getting Your House in Order & Preparing for the Future of Your Business
January 2019 – Volume XVIII - Patrick Gabb – Your 2019 Estate Planning Checklist
October 2018 – Volume XVII - Bonnie Wyllie – A New Way to Defer & Possibly Forgive Capital Gains Tax
Proposed Regulation 115420-18
Revenue Ruling 2018-29August 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