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CHARITABLE PLANNING WITH CLOSELY-HELD BUSINESS …
CHARITABLE PLANNING WITH CLOSELY-HELD . BUSINESS INTERESTS. Jeffrey C. Thede Thede Culpepper Moore Munro & Silliman LLP. Penny H. Serrurier Stoel Rives LLP. NORTHWEST PLANNED GIVING ROUNDTABLE. ANNUAL CONFERENCE. September 16, 2016. The authors wish to thank several fellows of the American College of Trust and Estate Counsel who have had a role in developing these and related materials over the past few years, including Ed Beckwith, Turney Berry, Stephanie Casteel, Bob Collins, Bob Goldman, Martin Hall, Larry Katzenstein, Jerry McCoy, and the late Calvin Kirchik. Any errors or omissions are the authors'. own. TABLE OF CONTENTS. Page I. CHARITABLE GIFTS OF CLOSELY-HELD BUSINESS INTERESTS. GENERALLY..1. A. Valuation..1. 1. Burden of Proof..1. 2. Valuation Penalties..1. B. Substantiation..2. 1. Generally ..2. 2. Receipt Requirement ..3. 3. Appraisal Requirements..3. 4. Substantial Compliance..5. 5. Donee C. Private Foundation Rules..6. 1. Generally.
CHARITABLE PLANNING WITH CLOSELY-HELD BUSINESS INTERESTS Jeffrey C. Thede Thede Culpepper Moore Munro & Silliman LLP Penny H. Serrurier Stoel Rives LLP
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