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© 2019 Brighton Advisory Group

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Home Office

5704 Lindley Ave.

Encino, CA 91316

TEL: 818.342.9950 | FAX: 818.342.9957

EMAIL: barry.boscoe@brightonadvisory.com

Case Study #6

A father who owned 100% of his corporate stock wanted to transfer the business to his two children, who were active in the company. In addition, he had a very illiquid estate and was facing a $3 million estate tax bill.

Through the use of an LLC and the restructuring of his stock, Brighton Advisory Group was able to freeze the growth of his corporation and, at the same time, transfer all future growth to his children.

 

Using this strategy Brighton Advisory Group established deep discounts for the value of the father’s stock.

 

Brighton Advisory Group was also able to help the father purchase the needed estate tax liquidity using insurance on a tax-deductible basis. This allowed him to transfer $3 million of wealth, free from income, estate, and generation-skipping taxes.​

 

(Savings Savings $600,000 + $30,000/year)

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5704 Lindley Ave, Encino CA, 91316

info@brightonadvisory.com  /  Tel. 818.342.9950