Estate Planning and Business Succession Basics
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, tools, 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.
Estate Planning and Business Succession Basics
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, tools, 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.
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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, tools, 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.
