Estate Planning for the Family Business Owner will feature a prestigious faculty composed of some of the most experienced, prolific, and talented practitioners in estate planning, tax, insurance, and employee benefits, who will offer the latest techniques in succession planning and advanced strategies to recognize and evaluate family business issues. This year’s program will provide in-depth analysis of how the 2017 tax reform affects the formation, operation, and transition of the family-held business.
Other topics to be addressed include:
- Family dynamics and how estate and succession plans can affect them
- Best practices for buy-sell agreements
- Sophisticated trust techniques for lifetime transfers
- A review of groundbreaking cases regarding tax issues for business entities
- Valuing an equity interest in a family business
“In counseling a business owner, one needs to be aware of how income tax issues affect business structuring; how to incentivize key employees; how the business can transition ownership to the next generation; and how to avoid estate tax,” said Planning Co- Chair, Steve Gorin. “And this year, we will explore how 2017 tax reform affects these issues, including the proposed regulations on the 20% deduction for pass-through entity business income and the multiple trust rules (and, for those attending in person, a special off-camera special 30 minute question-and-answer session about the topic). With nationally-known speakers addressing these issues, this program is a must for estate planners who represent family business owners.”
This ALI CLE program is nationally accredited and offers CLE and CPE credits to those who attend in-person or via live video webcast. To learn more about this program and to register for the in-person course or webcast, click here.