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Estate Planning for the Family Business Owner

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Setting the Stage for Planning With the Family Business Owner (Including Pre-Formation Planning, Mission Statements, Accommodating Family Relationships, Outside Board Advisors, Drafting Fundamental Formation Documents) (14 pp) $29.00
By Michael V. Bourland, Esquire

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Development of a Family Business Objectives Statement (AKA Family Business Mission Statement) (12 pp) $29.00
By Michael V. Bourland, Esquire

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Coursebook Papers:

Synopsis of Certain Key Provisions-American Taxpayer Relief Act of 2012 (6 pp) $29.00
By Michael V. Bourland, Esquire

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Estate Planning Strategies (26 pp) $29.00
By Michael V. Bourland, Esquire

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Tax Free Division-Family Business Succession Planning (44 pp) $29.00
By Michael V. Bourland, Esquire

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Family Limited Partnerships (FLPs): Strategies and Planning Techniques (34 pp) $29.00
By Michael V. Bourland, Esquire

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Choosing a Business Entity in Today's Business World (20 pp) $29.00
By Michael V. Bourland, Esquire

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Cross Purchase and Buy-Sell Agreements for Small Businesses (10 pp) $29.00
By Michael V. Bourland, Esquire

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Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business (50 pp) $29.00
By Samuel A. Donaldson

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Estate Planning: Current Developments and Hot Topics (160 pp) $49.00
By Steve R. Akers

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Getting Family Business Owners Off the Dime: How to Get Them Started on Estate and Business Succession Planning (32 pp) $29.00
By Eric A. Manterfield

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Qualified Retirement Plan/IRA Issues for Family Business Owners (64 pp) $39.00
By Christopher R. Hoyt

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So You Wanna Be a Philanthropist? Cost-Benefit Choices for the Philanthropist: Private Foundation, Supporting Organization, or Donor Advised Fund? (52 pp) $39.00
By Christopher R. Hoyt

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Fiduciaries Holding Business Interests: Match Made in Heaven? Or Devil in the Details? (54 pp) $39.00
By Stephanie Loomis-Price

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Cutting Edge Estate Planning Techniques: What Have I Learned from my Colleagues (66 pp) $39.00
By Diana S. C. Zeydel, Esquire

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FLPing the Cards: Dealing with the IRS in Transfer Tax Audits Involving Family Limited Partnership Issues (54 pp) $39.00
By Stephanie Loomis-Price

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Ethical Issues for Estate Planning and Family Business Succession Advisors (62 pp) $39.00
By Eric A. Manterfield

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Ethics Issues in Representing Owners of Family Businesses and Their Families (112 pp) $49.00
By Michael V. Bourland, Esquire

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Appraising Your Client's Appraisal: A Litigator's Perspective of What Owners and the IRS Look for in Valuation Reports (38 pp) $29.00
By Stephanie Loomis-Price

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Key Person Retention—Practical Approaches for the Family Business (28 pp) $29.00
By Charles L. Ratner

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Estate Planning for Couples in a Second Marriage (84 pp) $39.00
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 (108 pp) $49.00
By Steve R. Akers

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Fiduciaries Holding Business Interests: Match Made in Heaven? Or Devil in the Details? Slide Presentation (18 pp) $29.00
By Stephanie Loomis-Price

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Table of Contents (14 pp)