CSCPA Seminar: Estate Planning for the Closely Held Business Owner

December 11, 2007
Aqua CT

Session 1: 8:30 - 10:00 am
Session 2: 10:15 - 11:45 am

An exploration of business succession planning and related areas. Daniels and Leibell have made this presentation to groups around the country, including a presentation to more than 2,000 estate planning professionals at the prestigious Heckerling Institute on Estate Planning. This presentation is unique in that it presents indepth coverage not only of standard strategies like buy-sell agreements, GRATs, and sales to defective trusts, but of more complex techniques involving charitable vehicles such as private foundations, charitable remainder trusts, and even charitable lead trusts, to pass on large businesses on a tax-favored basis as well.

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