The most common assets put into a family partnership are the following:
– real estate;
– other partnership interests (limited or general);
– corporate stock (in a “C”, not an “S” corporation); however, you should not be general partner if the stock is closely held; and
– cash.
The family partnership is not appropriate for the following:
– your home;
– life insurance (an irrevocable trust is best); and
– retirement plans (IRA’s, etc.).
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Lisa VertzMarch 14, 2022.
I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.Posted on Google
Roman KiszDecember 21, 2021.Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again!Posted on Google
Don HouleAugust 13, 2021.A great place to place your trust for a trustPosted on Google
Mike RicciDecember 5, 2020.Posted on Google
Kathy LocklearOctober 3, 2020.Posted on Google
Kyle TSeptember 22, 2020.Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.Posted on Google
Joan RileyJanuary 16, 2018.I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan RileyPosted on Google
Bryan FreebergMay 2, 2017.Google rating score: 4.9 of 5, based on 9 reviews
