[WSBAPT] Off-topic referral - corporation

[John White]

Dear Lisa:

            Sounds like a Section 83 transaction.  Our firm can assist on both the substantive business issues and the potential federal income tax consequences.


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John J. White, Jr.
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, April 08, 2015 3:01 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Off-topic referral - corporation

I have a corporate client who wants to give some stock benefits to a key employee with limits on the employee's ability to sell shares and some other complicated conditions that are beyond my skill level.  Can someone work with him to discuss whether his ideas are feasible and legal?

Thanks.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com/>

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