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Estate Planning for the Family Business Owner

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Purchase and Sale of Closely Held Companies (with Sample Forms) (40 pp) $29.00
By Michael V. Bourland, Esquire

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Getting Family Business Owners Started on Estate & Succession Planning (With Business Advisor Form) (32 pp) $29.00
By Eric A. Manterfield

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Coursebook Papers:

Table of Contents

The Role of Family Business: How Business Succession Planning Must Center Around the Family Situation (10 pp) $29.00

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Choice of Entity Issues: Partnership, C Corp or S Corp (36 pp) $29.00
By Christopher R. Hoyt

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Income and Transfer Tax Aspects of the Business Entity (48 pp) $29.00

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Business Succession and Estate Planning Issues (24 pp) $29.00
By Michael V. Bourland, Esquire

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Tax Free Division (76 pp) $39.00
By Michael V. Bourland, Esquire

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Charitable Planning Issues: S Corporation Solutions and the Whoop-Dee-Doo about Defined Value Clauses (82 pp) $39.00
By Christopher R. Hoyt

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IRA Planning (86 pp) $39.00
By Christopher R. Hoyt

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Estate Planning Current Developments and Hot Topics (136 pp) $49.00
By Steve R. Akers

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FLPing the Cards: Dealing with the IRS in Transfers Tax Audits Involving Family Limited Partnership Issues (62 pp) $39.00
By Stephanie Loomis-Price

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Select Transfer Tax Planning Issues, Including Trust Ownership of Business Interests, Equalizing Transfers, GST Planning, Spousal Access Trusts (54 pp) $39.00
By William Stephen Forsberg

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The Trustee's Duty to Diversify: An Examination of the Developing Case Law (132 pp) $49.00
By Trent S. Kiziah, Esquire

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Staying Out of the Rain: Exploring the Breadth of the Privilege Umbrella in Estate Planning Representation of Family Business Owners (24 pp) $29.00
By Stephanie Loomis-Price

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Key Person Retention — Practical Approaches for the Family Business (30 pp) $29.00
By Charles L. Ratner

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Appraising Your Client's Appraisal: A Litigator's Perspective of What Owners and the IRS Look for in Valuation Reports (48 pp) $29.00
By Stephanie Loomis-Price

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Ethics Issues in Representing Owners of Family Businesses and Their Families (116 pp) $49.00
By Michael V. Bourland, Esquire

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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 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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Charitable Planning with Closely-Held Business Interests (26 pp) $29.00
By Barbara Anne Murphy

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Table of Contents (12 pp)