This seminar will discuss the many challenges that an attorney encounters when advising a business owner on how to transition the business during the owner’s life and upon their death. This seminar will address a variety of matters from non-tax aspects to tax planning techniques. More specifically, this seminar will address subjects like Buy-Sell Agreements, the Business Owners' Seven Exit Options, and Sales to Irrevocable Grantor Trusts.
1. Benefits of Planning
2. Core estate planning focusing on ownership and control of the business
3. Ownership Structures for Control and Succession
4. Contingency Plans
5. Family Governance
6. Tax and Succession Planning Techniques
7. The Endowment Effect
Registration for this event is now closed.