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Estate Planning for the Family Business Owner--2005

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.CL002

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Coursebook Forms:

Buy-Sell Agreements (with Issues Checklist and Sample Buy-Sell Agreements) (162 pp) $49.00

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Implementation and Documentation of the Succession Plan (with Planning Checklists) (204 pp) $49.00

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Getting the Family Business Ready To Sell (with Sample Questionnaire and Confidentiality Agreement) (59 pp) $39.00

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Coursebook Papers:

Estate Planning for the Family Business Owner (65 pp) $39.00

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Study Materials (38 pp)

Getting Money Out of the Closely Held Business – The Quest for the 15% Tax for Dividends and Capital Gains (40 pp) $29.00

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The Bottom Line – Cash Flow: Getting Dollars Out of the Business and to the Owner (17 pp) $29.00

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Choice of Entity and Use of Single Member Entities (42 pp) $29.00

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Dealing with Divorce in the Family Business (29 pp) $29.00

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Practical and Creative Uses of Life Insurance in the Closely Held Business (76 pp) $39.00

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Update of Planning Issues for Family Limited Partnerships (117 pp) $49.00

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Brief Summary and Observations of Estate of Schutt v. Commissioner T.C. Memo, 2005-126 (6 pp) $29.00

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Lifetime Wealth Transfer Strategies That Need Not Incur Liability for Transfer Tax – GRATS, Sales to Grantor Trusts, Defined Value Clauses, Inter Vivos QTIP Trusts, and Charitable Lead Trusts (81 pp) $39.00

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Estate Planning Current Developments (24 pp) $29.00

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IRS Guidance Regarding Circular 230 – Effect of Estate Planning Practitioners (8 pp) $29.00

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Through the Looking Glass: The Future of Estate and Financial Planning (39 pp) $29.00

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Family Office Issues (3 pp)

Asset Protection Planning for the Family Business Owner (160 pp) $49.00

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Drafting Estate Planning Documents for the Family Business Owner (24 pp) $29.00

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Up-To-Date Tax Planning Considerations in Administering the Estate of the Family Business Owner: A Review of Income, Gift, and Estate Tax Planning Issues (249 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
Price: $399.00 Add to Cart

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