Estate Planning for Business Owners: Valuation Considerations, Non-Family Business Interests, Succession Issues

Recording of a 90-minute CLE webinar with Q&A

Conducted on Tuesday, March 24, 2020

Recorded event now available

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Course Materials

This CLE course 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, valuation challenges, non-family business interests, succession issues, tax challenges, and other legal and administrative obstacles of business interests in estates and trusts.


Privately owned business interests can complicate estates requiring attorneys and advisers to consider complex tax laws, family dynamics, and the circumstances of the business and its owners. Estate planners must take measures to minimize income, estate, and gift taxes so that the business interest doesn't create issues for the estate and beneficiaries.

Effective estate planning for business owners maximizes the value of their business, minimizes taxes, and provides for the continuity of business succession. This involves an in-depth understanding of planning methods, legal nuances, and related issues, such as business valuation challenges, the use of buy-sell agreements and trusts, tax considerations in succession planning, lifetime transfers, and other priority items.

Listen as our panel discusses critical issues stemming from business interests in estate planning and administration and offers practical techniques to minimize income, estate, and gift taxes. The panel will also discuss methods to overcome administrative obstacles of business interests in estates and trusts.



  1. Key planning considerations for business owners
  2. Valuation issues
  3. Challenges of co-owned or non-family business interests
  4. Succession planning
  5. Special tax considerations


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?


Bryant, Robert
Robert A. (Bob) Bryant

Giarmarco Mullins & Horton

Mr. Bryant’s primary areas of practice are estate planning, lifetime gifting strategies, trust administration,...  |  Read More

Miller, Rhonda
Rhonda A. Miller

Dunlap Bennett & Ludwig

Ms. Miller runs the national estate planning and tax department for the global law firm Dunlap, Bennett & Ludwig,...  |  Read More

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