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Thursday, April 25, 2019, 1:00-2:00pm

Most successful businesses are owned by one or more families. Because they are family owned, these companies create many special planning challenges.

Ownership and control do not shift among non-owner managers or anonymous shareholders.

Rather, succession in control or management is a momentous and often highly emotional process for members of the family.

Frequently, these transitions are caused by the withdrawal or death of members of the senior family generation.

And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging to the family and its company.

This program provides a real-world framework of trust and estate planning and succession planning for family businesses.

Part 2 topics include:

  • Framework of trust and estate planning tools and techniques for family businesses
  • Life insurance trust planning – or as a compensating asset to certain heirs
  • Structuring private annuities to transfer a business and provide income to founders
  • Self-cancelling installments notes and intentionally defective irrevocable trusts
  • Use of GRATS and “redemptive freezes”
  • Obtaining tax-free (or tax-saving) treatment on the sale of a family business
  • Post-mortem planning for family businesses and its limitations

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
April 25, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Trust and Estate Planning for Family Businesses - Part 2 | Live Replay from February 14, 2018 | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

Speaker Information
Daniel L Daniels   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass