Estate Planning for Business Owners: Buy-Sell Agreements, Non-Family Interests, Valuation Considerations, Tax Issues
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE webinar will guide trusts and estates counsel on critical issues stemming from business interests in estate planning and administration. The panel will discuss considerations for estate planning and administration for business owners, key provisions for buy-sell agreements, valuation challenges, non-family business interests, tax challenges, and other legal and administrative obstacles of business interests in estates and trusts.
Outline
- Key planning considerations for business owners
- Valuation issues
- Challenges of co-owned or non-family business interests
- Succession planning
- Special tax considerations
Benefits
The panel will review these and other key issues:
- What are the critical considerations for estate planning for business owners?
- What are the most common valuation challenges and techniques to overcome them?
- What are the estate planning and administration challenges for co-owned or non-family business interests?
- What are the factors to consider in effectively implementing a succession plan?
- What are the tax challenges and potential pitfalls to avoid?
Faculty
Kenneth A. Horowitz, CLU® ,ChFC®, RICP®, AEP®
Financial Coach
Integrated Benefit Consultants
Mr. Horowitz entered the life insurance business in 1989 after a short career in the commercial real estate... | Read More
Mr. Horowitz entered the life insurance business in 1989 after a short career in the commercial real estate finance business with a leading NYC based commercial bank. He became affiliated with The Guardian Life Insurance Company of America, New York, NY as a Field Representative with the Compain Anderson Group and went on to qualify for the company’s prestigious Awards Club for many years. After merging with another NYC based Guardian agency in 2000, Strategies for Wealth, Mr. Horowitz's services grew more comprehensive by providing clients a distinct financial planning process. His commitment to the financial services business is exemplified by qualifying as a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), as well as becoming a Registered Representative (Series 7) and IAR (Investment Advisor Representative) of Park Avenue Securities, Guardian's broker-dealer and investment advisor arm.
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Terry Lloyd
Managing Director
Finance Scholars Group
Mr. Lloyd, Managing Director, has been handling complex valuation assignments for over 30 years. His practice... | Read More
Mr. Lloyd, Managing Director, has been handling complex valuation assignments for over 30 years. His practice includes assignments engagements involving taxes, disputes, and transactions. Mr. Lloyd has been qualified as an expert in federal and state courts, arbitration forums, as well as the International Court of Arbitration, and has testified for and against the IRS. His work has taken him across the United States, Europe, the Caribbean, and Latin America. Mr. Lloyd has been published widely, including portions of a law school textbook, and has guest lectured at law schools and graduate business schools. He also has trained lawyers, accountants, financial analysts, and judges on a variety of topics in accounting, finance, and valuation.
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Chelsea J. Suttmann
Shareholder and Managing Director
Barulich Dugoni & Suttmann Law Group
Ms. Suttmann is a Shareholder and Managing Director at Barulich Dugoni Suttmann & Cummins Law Group, Inc. She has... | Read More
Ms. Suttmann is a Shareholder and Managing Director at Barulich Dugoni Suttmann & Cummins Law Group, Inc. She has been certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Ms. Suttmann's law practice focuses primarily on estate planning, trust and probate law, estate and gift taxation, and business formation, maintenance, and succession for family-owned businesses. Her family background includes several generations of small business owners and entrepreneurs, encouraging her to specialize in advising and counseling family business owners on estate planning, business succession planning, and business formation and maintenance matters. Ms. Suttmann also provides counsel to high-net-worth individuals and families regarding lifetime and post-death gifting, estate tax considerations, and asset protection strategies. She lectures on various topics, including estate planning, estates and trusts, and estate and gift taxation.
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