Ownership Continuity and Control Plan  
Ownership Continuity Control


 

OCC Plan™ Provides Creative
Tax Planning Opportunities

1. Member transfers his certificate to a trust pursuant to business and buy-sell procedures.

 

2. Member, however, transfers his "economic" interest to a trust for his family or a family limited partnership (or LLC).

 

3. Tax, estate planning, wealth transfer and asset protection occur within the trust of FLP. Also, owner's broker or corporate trustee can be a co-trustee of the trust.

Creative Tax Planning

For details, click here

 

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