[EstGift] Charitable Estate Planning with S Corporation Stock

[ZeydelD at gtlaw.com]

Turney Berry and others – title is something like  “Giving Charity the Business”.  Should be a link on the ACTEC website.

From: estgift-bounces at actec.org <estgift-bounces at actec.org> On Behalf Of Day, Eileen
Sent: Wednesday, February 2, 2022 5:13 PM
To: 'EstGift at actec.org' <EstGift at actec.org>
Subject: [EstGift] Charitable Estate Planning with S Corporation Stock

*EXTERNAL TO GT*
Hi all.

Wondering if anyone can point me to a good article or CLE material that reviews the planning and pitfalls of wanting to the bulk of an estate to charity (private foundation or public charity), when the bulk of the value is in S corporation stock.  There are so many facets to it that I’m just wanting to make sure I’m not missing something in looking globally at the plan.

Thanks all. This group is always so generous and helpful!
Eileen

Eileen M. Day
Partner

STINSON LLP
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