1/6/2023 0 Comments Download quincy 2005She has experience regarding the special rules for retirement assets (IRAs and qualified plans) and her understanding of the income tax aspects of partnerships and LLCs enables her to employ sophisticated planning techniques involving the use of family limited partnerships and entity freezes. She works with families and family enterprises that hold a wide variety of business and investment assets, structuring insurance trusts, dynasty trusts, defective grantor trusts, grantor retained annuity trusts, qualified personal residence trusts and charitable trusts. Quincy Cotton works with high net worth individuals and principals of closely held businesses to develop succession and estate plans that identify and address the challenging issues necessary to achieve overall family, business and tax goals.
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