Estate Planning for (and With) Business Interests

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Estate planning for business owners and using business structures to transfer wealth requires knowledge and skills beyond basic wills and trusts. Unique assets, added tax considera tions, and family dynamics make this area of law one of the more complex. We'll study the specific nature of various business structures, how they can be affected during the succession process, and how you can plan to ensure that your clients live out their golden years without concern about their legacies. Ensure that one's estate and its assets (including business interests) get passed on to the intended beneficiaries efficiently. Find the right solution for your client be it direct transfer or business, sale, or intrafamily succession. Help business owners plan for disability and long-term care. Register today! Weigh the benefits and costs of business structures from an estate planning perspective. Tailor estate plans to clients' specific wishes and conditions. Navigate family dynamics and business partner relationships during succession. Balance the interests of the beneficiaries who do and do not participate in the family business. Prepare for client disability and possible long-term care following business succession. Leverage the power of trusts in estate planning and business succession. Show more