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MLP Estate and Tax Planning Benefits

  • Distributions are considered return of capital


  • Distributions are non taxable events

 

  • MLPs are not taxed at the Federal level.  All depreciation and other expenses are passed on to the owner.  MLP owners receive a K1 for tax accounting purposes.

 

  • Owners of MLPs defer the majority of the taxes that would otherwise be due.

  • MLPs are an efficient way to transfer wealth to the next generation. Tax depreciation recapture is eliminated at death.

 

  • Under current estate tax law, upon the death of the owner, heirs of MLPs get a stepped up cost basis eliminating all capital gains tax and deferred income tax.