Tax Planning

Family Limited Partnership

A partnership created among family members to hold and manage family assets (like real estate or a business). It can reduce estate and gift taxes through valuation discounts and allows older family members to transfer wealth gradually.

Practical Example

Mom and Dad create a family limited partnership and transfer $10 million in rental properties into it. They gift limited partnership interests to their children at a 30% discount (because limited partners lack control and marketability), effectively transferring $10 million for only $7 million in gift tax value.