Advanced Income and Estate Tax Planning Techniques for Owners of Closely Held Businesses
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE course will provide trusts and estates attorneys with an in-depth analysis of advanced income and estate tax planning strategies for owners of closely held businesses under current tax law. The panel will discuss techniques utilizing GRATs, sales to grantor trusts, and buy-sell agreements, as well as ways to avoid tax issues in business succession planning and other vital items.
Outline
- Key considerations under current tax law
- Buy-sell agreements
- Transfers of business interests
- Trusts
- FLPs and LLCs
Benefits
The panel will review these and other key issues:
- What are the challenges and available planning techniques for owners of closely held businesses under current tax law?
- What are the benefits and critical considerations for drafting buy-sell agreements?
- What planning techniques are available for lifetime transfers of business interests?
- What are the considerations, available methods, and obstacles when utilizing trusts?
- What are the advantages and key issues of using FLPs and LLCs in estate planning?
Faculty
Cliff A. Capdevielle
Director, Trusts and Estates Tax Services
MOBO Law
Mr. Capdevielle helps clients navigate the complex opportunities related to tax planning, business succession planning,... | Read More
Mr. Capdevielle helps clients navigate the complex opportunities related to tax planning, business succession planning, and estate planning, and seeks to maximize tax savings and reach their goals.
Closeto be announced.
Cannot Attend May 14?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.