Original Program: 39th Annual Estate Planning & Fiduciary Law Program, July 26-28, 2018
Transitioning a private business, usually family owned from one generation to the next is one of the trickiest estate planning conundrums.
We review successful strategies to minimize taxes and pay for those that remain, encourage orderly leadership changes, compensate owners and non-owners and take steps to position a business for future success.
Both tax and non-tax aspects of various strategies are discussed.
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