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Estate Planning for the Family Business Owner

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Buy-Sell Agreements (With Checklists and Sample Agreements) (2011) (206 pp) $49.00
By Eric A. Manterfield

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Getting the Family Business Ready to Sell (With Confidentiality Agreement & Purchase Agreement) (122 pp) $49.00
By Myron E. Sildon, Esquire

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Coursebook Papers:

Table of Contents

Hypothetical Fact Pattern (6 pp) $29.00
By Myron E. Sildon, Esquire

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Dean Family Governance Structure (4 pp) $29.00
By Lori Dean Paul Dean

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Income and Transfer Tax Aspects of the Business Entity (48 pp) $29.00
By Samuel A. Donaldson

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Estate Planning Current Developments (108 pp) $49.00
By Steve R. Akers

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Use of Life Insurance in the Family Business (36 pp) $29.00
By Charles L. Ratner

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The Value of Valuation – A Litigator’s Perspective on What Owners and the IRS Look for in Appraisals (28 pp) $29.00

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Family Limited Partnerships: Engaging with the IRS in Transfer Tax Audits (46 pp) $29.00

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

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Charitable Lead Trusts Reference Outline (32 pp) $29.00
By Michael V. Bourland, Esquire

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Charitable Remainder Trusts Reference Outline (42 pp) $29.00
By Michael V. Bourland, Esquire

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Public Charities and Private Foundations Reference Outline (52 pp) $39.00
By Michael V. Bourland, Esquire

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Transfer Planning Strategies and Update Regarding Use of FLPs and LLCs in Transfer Planning (84 pp) $39.00
By Steve R. Akers

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Asset Protection Planning in the Estate Planning Context (56 pp) $39.00
By Elizabeth M. Schurig

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Estate Planning Aspects of Asset Protection Planning (166 pp) $49.00
By Elizabeth M. Schurig

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Ethical Issues under the Model Rules of Professional Conduct for Estate Planning and Family Business Succession Advisors (56 pp) $39.00
By Eric A. Manterfield

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Planning for the Family Business Owner from a Tax Litigator’s Perspective (50 pp) $29.00

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Tax Ideas and Planning Strategies for the Family Business (38 pp) $29.00
By Julie A. Welch, CPA, CFP

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Planning and Drafting Strategies for Family Business Owners (24 pp) $29.00
By Eric A. Manterfield

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Post Mortem Planning – It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues (94 pp) $39.00
By Steve R. Akers

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Commissioner v. Petter, Case No. 10-71854 (9th Cir.), Oral Argument (June 14, 2011)Oral Arguments Regarding Validity of Defined Value Transfers (10 pp) By Steve R. Akers

Hendrix v. Commissioner, T.C. Memo. 2011-133 (June 15, 2011) Tax Court Upholds Defined Value Clause; Gift/Sale Transfer to Trusts and Charity Was at Arm's Length and Was Not Contrary to Public Policy (14 pp) By Steve R. Akers

Tax Ideas and Planning Strategies for The Family Business (62 pp) $39.00
By Julie A. Welch, CPA, CFP

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