closely-held shares

Unlocking the Wealth of C-Corp Shares

Submitted by American Endowment Foundation on May 23rd, 2022

By Sandra Lucas, Esq., AEF Alternative Giving Strategist

Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on April 12th, 2021

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests - Part Two

Submitted by American Endowment Foundation on September 16th, 2019

By Laura Malone

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Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests - Part One

Submitted by American Endowment Foundation on September 9th, 2019

By Laura Malone

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