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Available via Video Replay

Original Program Date: November 17, 2016

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

Please join us for a discussion on how practitioners can help business owners plan a successful exit from closely held businesses and companies.

Our joint event, sponsored by the Tax Section and Estate Planning & Fiduciary Law Section, features experts in tax minimization, liability concerns and wealth transfer from across North Carolina.

Key lecture topics include:

  • Protecting highly appreciated assets and business interests from estate and gift tax
  • Strategies for deferring estate tax under Section 6166
  • Avoiding liability exposure under the Affordable Care Act
  • Navigating ERISA issues during the sale of a business
  • Issues to consider with employee benefits and executive compensation in corporate transitions

Planned by the NCBA Estate Planning & Fiduciary Law and Tax Sections

  • Pre-Transaction Planning: Estate Freezes and Other Pre-Deal Strategies
  • Estate Planning for the Executive with Restricted Stock
  • When a Seller Checks Out Early: Ins and Outs of Section 6166 and Other Post-Mortem Planning
  • Liability Issues Related to the Affordable Care Act and the Control Group Rules
  • Tax Aspects of Structuring the Deal
  • Employee Benefits and Executive Compensation Matters in Corporate Transitions – ESOPs, Equity Incentives and Other Considerations
Product Information
Date Presented:
November 17, 2016 8:55 AM Eastern
7 hours, 20 minutes
The Right Way to Exit: Key Tax and Estate Planning Issues in Selling a Business (Joint Program with Estate Planning & Fiduciary Law and Tax Sections)

Registration Tuition Options:  


Early Bird
Save $50 by registering early!

Early Bird and Membership discounts will automatically be applied at checkout.
NCBA Estate Planning & Fiduciary Law Section Member
$215 $265
NCBA Tax Law Section Member $215 $265 
NCBA Member $235 $285
NCBA Paralegal Division Member $155 $205
Non-Member $285 $335
CLE Passport
6 tokens
Please call the NCBAF CLE Department to register for the categories to the right: 800.228.3402
Full-time LANC Attorney (NCBA Member) $155
1st Year Licensed in NC (NCBA Member) $99
The following categories do not include MCLE fees:
Judge (NCBA Member) $75
Law Professor (NCBA Member) $75
Clerk of Court (NCBA Member) $75
Law Student Division Member $25
Paralegal Division Student Member $25

Video Locations:

NC State Bar rules require a minimum number of pre-registered active State Bar members. 
The NCBAF reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement.

Save $50 on a video replay program by registering early!


Speaker Information
Taylor W French   [ view bio ]
Christopher E 'Chris' Hannum   [ view bio ]
Jessica Mering Hardin   [ view bio ]
Timothy J Herbst   [ view bio ]
William L 'Bill' Mills IV  [ view bio ]
Sandi O Thorman, CPA   [ view bio ]
Robert H 'Rob' Wall   [ view bio ]
Candace A Wehr   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.00
Estate Planning and Probate Law Specialization: 6.00
CLE Premier Pass