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Estate Planning for the Family Business Owner--2006

Are you planning for the succession of the family business by using the latest techniques to preserve the value of the business and reduce estate taxes? These materials provide a comprehensive overview of estate planning techniques for the family business owner. The course covers the life cycle of the closely held business, from choice of entity to estate administration, including getting the business ready to sell, with primary attention to tax and estate planning issues, but keeping in mind that there are significant non-tax questions that require attention.CM003

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Coursebook Forms:

Now That You Have It - What Do You Do With It? Tax-Effective Strategies In Designating Beneficiaries (with Sample Letters) (83 pp) $39.00

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Buy-Sell Agreements (with Sample Forms) (174 pp) $49.00

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Buy-Sell Agreements: Alternative Approaches and Practical Solutions (with Sample Forms) (2006) (113 pp) $49.00

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Getting the Family Business Ready to Sell (with Sample Succession Forms) (59 pp) $39.00

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Coursebook Papers:

Table of Contents

Representing the Patriarch in Family Business Succession (52 pp) $39.00

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Creating and Operating the LLC or Partnership While Navigating Subchapter K (38 pp) $29.00

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Creating and Operating Corporations While Navigating the Tax Rules for "C" and "S" Corporations (56 pp) $39.00

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The Bottom Line-Cash Flow: Getting Dollars Out of the Business and to the Owner (24 pp) $29.00

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Valuation Issues for the Family Business (42 pp) $29.00

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Dealing with Divorce in the Family Business (34 pp) $29.00

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Practical and Creative Uses of Life Insurance in the Closely Held Business (66 pp) $39.00

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Implementation and Documentation of the Succession Plan (390 pp) $49.00

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Lifetime Wealth Transfer Strategies That Need Not Incur Liability for Transfer Tax - GRATs, Sales to Grantor Trusts, Defined Value Clauses, and Intervivo QTIP Trusts (84 pp) $39.00

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Estate Planning for Business Owners: Problems and Solutions (16 pp) $29.00

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Estate Planning Hot Topics Update (34 pp) $29.00

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FLP Planning Update: When Courts Use a "Smell Test," How to Avoid the FLP "Stench" Under IRS Section 2036 (68 pp) $39.00

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Transfer Planning - Advanced Planning Strategies from the Creative Mind of Richard Oshins (8 pp) $29.00

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Through the Looking Glass: The Future of Estate and Financial Planning (70 pp) $39.00

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Asset Protection Planning for the Family Business Owner (156 pp) $49.00

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Frequently Asked Questions Regarding Offshore Wealth Preservation Trusts (24 pp) $29.00

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The Family Office: What It Is and What It Does (12 pp) $29.00

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Planning Strategies for the Family Business Owner (24 pp) $29.00

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Postmortem Planning Considerations for the Family Business Owner: A Review of Income, Gift, and Estate Tax Planning Issues (157 pp) $49.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Estate Planning
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