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Estate Planning for the Closely Held Business Owner

Date

7.23.2008

Time

8:30:00 AM

Host

PESI

Location

Courtyard by Marriott
4 Sebethe Drive, Cromwell

Event Information

Estate Planning for the Closely Held Business Owner

Small and medium sized businesses are the engine of the American economy. The smart and creative people who own these businesses can be wonderful clients for estate planning lawyers, accountants, and financial and insurance advisers. Yet planning for the business owner is one of the most challenging areas of estate planning. It entails knowledge of not only estate, gift and generation skipping tax principles, but also income tax, asset protection, corporate, partnership and trust law.

Dan Daniels and David Leibell will provide a practical and informative guide to planning for these important clients and their families.

Topics covered include:

  • Lifetime transfer techniques, including GRATs, Sales to Intentionally Defective Grantor Trusts, Private Annuity Sales and SCINs
  • The latest state of the law on discount planning, including Family Limited Partnerships and Family LLCs after the Mirowsky case
  • Buy-Sell Agreements and the role of life insurance in business owner planning
  • A new session on the role of family dynamics and family systems in business succession planning

Click here for a PDF copy of the seminar invitation.

Click here to register online.

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