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Estate Planning for the Family Business Owner

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Coursebook Forms:

Buy-Sell Agreements: Alternative Approaches and Practical Solutions Including Sample Provisions (2007) (124 pp) $49.00
By Myron E. Sildon, Esquire

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Getting the Family Business Ready to Sell (with Sample Forms) (2007) (64 pp) $39.00
By Myron E. Sildon, Esquire

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Managing the Trust of the Family Business Owner: A Primer for Trustees and Those Who Advise Them (With Sample Plan of Investment and Distribution) (30 pp) $29.00
By Mark B. Edwards, Esquire

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Coursebook Papers:

Table of Contents

Hypothetical Fact Pattern (6 pp) $29.00

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Estate Planning for the Owners of the Closely Held Business (46 pp) $29.00
By Mark B. Edwards, Esquire

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Human Issues in Estate Planning for the Family Business Owner (26 pp) $29.00
By Lauren J. Wolven, Esquire Susan T. Bart, Esquire

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Valuation Issues for the Family Business (34 pp) $29.00
By Robert P. Schweihs

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Practical and Creative Uses of Life Insurance in the Closely Held Business (34 pp) $29.00
By Charles L. Ratner, Esquire

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Section 529: Can You Master the Magic? (134 pp) $49.00
By Susan T. Bart, Esquire

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Charitable Contribution Planning Opportunities: Presentation Outline and Case Study Examples (22 pp) $29.00
By Michael V. Bourland, Esquire

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Charitable Contribution Planning Opportunities: Charitable Lead Trusts (32 pp) $29.00
By Michael V. Bourland, Esquire

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Charitable Contribution Planning Opportunities: Charitable Remainder Trusts (42 pp) $29.00
By Michael V. Bourland, Esquire

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Charitable Contribution Planning Opportunities: Public Charities and Private Foundations (50 pp) $29.00
By Michael V. Bourland, Esquire

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Estate Planning Update and Hot Topics (66 pp) $39.00
By Steve R. Akers, Esquire

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Asset Protection Planning for the Family Business Owner (158 pp) $49.00
By Mario A. Mata, Esquire

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Frequently Asked Questions Regarding Offshore Wealth Preservation Trusts (24 pp) $29.00
By Mario A. Mata, Esquire

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Working With Retirement Benefits in Estate Planning for Family Business Owners (40 pp) $29.00
By Jean T. Adams, Esquire

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Select Planning Strategies for the Family Business Owner (24 pp) $29.00
By Eric A. Manterfield, Esquire

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Ethics Issues in Dealing with the Family Business Owner Client: Presentation Outline (10 pp) $29.00
By Michael V. Bourland, Esquire

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Ethics Issues in Dealing with the Family Business Owner Client: Reference Outline (74 pp) $39.00
By Michael V. Bourland, Esquire

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Postmortem Planning Considerations: A Review of Income, Gift, and Estate Tax Planning Issues (182 pp) $49.00
By Steve R. Akers, Esquire

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Effects of Entity form on the Estate Plan (68 pp) $39.00
By Samuel A. Donaldson

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Charitable Contribution Planning Opportunities Course of Study Fact Pattern (24 pp) $29.00
By Michael V. Bourland, Esquire

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Asset Protection Planning for the Family Business Owner (20 pp) $29.00
By Mario A. Mata, Esquire

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The Care and Feeding of Grats- Enhancing Grat Performance Through Careful Structuring, Investing and Monitoring (63 pp) $39.00
By Carlyn S. McCaffrey, Esquire

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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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