Trust and Estate Planning for Family Businesses, Part 2 Out of Stock
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About the Seminar - Computer Based Audio ONLY programs (No Video) - DOES NOT QUALIFY FOR CLE BIG TICKET
Most successful businesses are owned by one or more families. Because they are family owned, these companies create many special planning challenges. Ownership and control do not shift among non-owner managers or anonymous shareholders. Rather, succession in control or management is a momentous and often highly emotional process for members of the family. Frequently, these transitions are caused by the withdrawal or death of members of the senior family generation. And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging to the family and its company. This program will provide you a real-world framework of trust and estate planning and succession planning for family businesses.
Part 2:
-Framework of trust and estate planning tools and techniques for family businesses
-Life insurance trust planning - or as a compensating asset to certain heirs
-Structuring private annuities to transfer a business and provide income to founders
-Self-cancelling installments notes and intentionally defective irrevocable trusts
-Use of GRATS and redemptive freezes
-Obtaining tax-free (or tax-saving) treatment on the sale of a family business
-Post-mortem planning for family businesses and its limitations
About the Speaker
Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in The Best Lawyers in America, and has been named by Worth magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in Trusts and Estates magazine. Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School..
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar is an Intermediate level program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201651ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021, please use this course code: 213050ADT
Tags Business/Corporate; Estate Planning/Administration; Tax