Estate Planning for the Family Business Owner 2024

Sep 6, 2024 | ALI CLE, Business Organization and Corporate Law, Estate Planning

Upcoming Course - ALI CLE and ACTEC - Estate Planning for the Family Business Owner 2024 - Sustaining Generational Wealth with Tax, Business, and Employment Solutions - Live Premium Webcast - October 24 - 25, 2024

Get the business and tax planning solutions you need to build enduring family business succession plans with Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions on October 24-25, 2024 via live webcast, cosponsored by the American College of Trust and Estate Counsel (ACTEC)

Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance.

Gain focused analysis, practical approaches, and innovative solutions to tax, business, and estate planning challenges from our expert faculty. Improve your clients’ chances of achieving long term generational wealth.


Interested in learning more about estate planning? Check out ALI CLE’s Advanced Estate Planning Practice Update: Fall 2024, via live webcast on September 18, 2024!


Get an in-depth exploration of crucial topics like:

  • Preparing for Succession or Planning a Dissolution: Best practices for guiding client discussions.
  • Protecting Buy/Sell Agreements from IRS Attacks: Strategies to ensure your agreements withstand scrutiny.
  • Tax-Savvy Business Structure Strategies: Optimizing family business structures from a tax perspective.
  • Beyond the Basics of the Corporate Transparency Act (CTA): Tackling practical and unanswered questions.
  • Trust Modification Planning: Insights in light of CCA 20235018.
  • Key Employee Developments: Regulations governing noncompetes and employee vs. independent contractor issues.
  • Safeguarding Wealth: Proactive measures to address Chapter 14 challenges in family business plan.

Interested in learning more about estate planning? Check out ALI CLE’s Modifying and Reforming Trusts in Estate Planning via live webcast on September 26, 2024!


Walk away with resources designed to help clients thrive in today’s market; the succession planning tools needed to foster prosperity beyond current owners; and insights on how to plan and prepare for smoother exits when family dynamics or market demands present insurmountable obstacles.

Don’t miss this opportunity to stay ahead in your practice and provide exceptional service to your family business clients. Join us to gain actionable insights and network with peers and industry leaders who share your commitment to excellence in estate planning.


Join us for our upcoming program, Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions via live webcast on October 24-25, 2024! To learn more about this program and to register for the live webcast, click here.


To find our more about ALI CLE’s in-person courses or webcasts, or to check out on-demand CLE, click here.