Why Attend?
Are you planning for the succession of the family business by using the latest techniques to preserve the value of the business and reduce estate taxes?
This annual advanced course of study, comprising more than 18 hours of instruction, provides a comprehensive overview of estate planning techniques for the family business owner. The course covers the life cycle of the closely held business, from choice of entity to estate administration, including the dynamics of dealing with the family, valuations, and getting the business ready to sell. The faculty concentrates on tax and estate planning issues, while keeping in mind that there are significant non-tax questions that also require attention.
Specially featured in this course are optional breakfast workshops on Thursday and Friday. These well-received sessions allow registrants to discuss topics of concern with the faculty in informal small-group settings. Other highlights include an hour dedicated to the special issues that arise for family business advisors, as well as a segment on hot topics not otherwise addressed during the program, including generation-skipping tax, repeal of the estate tax, and discounted value gifts and transfers.
See what Myron E. Sildon, Chairman of Sildon Law Group and Planning Chair, has to say about this year's course in his recent letter to past participants.
WEBCAST SEGMENT C - THE BUSINESS MATURES
8:30 a.m. Use of Life Insurance in the Family Business and New Insurance Developments - Mr. Ratner
9:30 a.m. Valuation of the Family Business - Mr. Levine
10:30 a.m. Networking and Refreshment Break
10:45 a.m. Charitable Planning Opportunities - Mr. Bourland
11:45 a.m. Questions and Answers
12:00 noon Lunch Break
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing sales@westlegaledcenter.com.
