Estate Planning and Business Succession Basics

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Looking for a quick introduction or refresher on estate planning and business succession? Our experienced attorney faculty lead a fast-paced overview of key planning priorities, to ols, and processes involved in helping clients plan their legacies. Ensure smooth transitions - register today! Get an overview of wills and trusts and get guidance for structuring them to achieve specific goals. Explore various asset protection techniques to safeguard your clients' wealth. Plan for the tax implications of estate planning, asset transfers, and business exit. Weigh critical factors determining the way the client chooses to exit the business, and its impact on the continuity and value of the business. Explore critical elements of different buy-sell provisions. Understand key exit planning methods, including third-party sales, buyouts, and intrafamily succession. Show more