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Estate Planning for the Family Business Owner

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? This annual set of study materials provides 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 significant non-tax questions that require attention.

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Coursebook Forms:

Buy-Sell Agreements and Related Tax Issues for the Closely Held Business (with Forms) (2002) (0 pp) $49.00

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Hot Topics under the 2001 Tax Act and Transfer Planning: Maintaining/Operating the Family Limited Partnership (with Forms) (0 pp) $39.00

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Drafting Estate Planning Documents for the Family Business Owner (with Forms) (0 pp) $39.00

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Coursebook Papers:

Non-Tax Considerations in Family Business Succession Planning (0 pp) $39.00

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Compensation and Retirement Planning for the Closely Held Business (0 pp) $39.00

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Forming, Maintaining, and Exiting the Family Business: Selected Strategies and Pitfalls (0 pp) $39.00

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How To Coordinate Charitable Contribution Planning Opportunities with Business Succession Planning: Charitable Lead Trust (0 pp) $29.00

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How To Coordinate Charitable Contribution Planning Opportunities with Business Succession Planning: Charitable Remainder Trust (0 pp) $29.00

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How To Coordinate Charitable Contribution Planning Opportunities with Business Succession Planning: Public Charities and Private Foundations (0 pp) $29.00

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Case Study Examples Illustrating How To Coordinate Charitable Contribution Planning Opportunities with Business Succession Planning (0 pp) $29.00

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Ethical Guidelines for the Estates and Trusts Lawyer: The ACTEC Commentaries on the Model Rules of Professional Conduct and Notes on Ethics 2000 (0 pp) $29.00

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Life Insurance: Strategies for Paying the Premium (0 pp) $29.00

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A Practical Guide to Selling the Family Business (0 pp) $39.00

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Estate Planning under the 2001 Tax Act – Planning and Drafting Strategies in an Uncertain Environment (0 pp) $39.00

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GRATs, Installment Sales to Grantor Trusts; Designing Grantor Trusts; Defined Value Clauses; Summaries of Recent Family Limited Partnership Cases (0 pp) $39.00

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Trustee Selection; Retaining Strings Without Getting “Strung-up” or “The Fancy Stuff Is Fun – But This Is What I Wrestle With Every Day” (0 pp) $39.00

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Hot Topics under the 2001 Tax Act and Transfer Planning: Grantor Trusts Including Grantor Retained Interest Trusts and Intentionally Defective Grantor Trusts (0 pp) $29.00

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Case Study Example Illustrating Transfer Planning Using the Family Limited Partnership and the Grantor Trust (0 pp) $29.00

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Estate Administration –Practical Planning Concerns and Opportunities (0 pp) $49.00

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Analysis of the Split-Dollar Proposed Regulations (0 pp) $29.00

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Split-Dollar After the Proposed Regulations (0 pp) $29.00

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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

To view a complete list of course materials included in each subscription, click the practice area you are interested in.