What practical planning can practitioners offer family-owned businesses and investments (e.g. real estate). These are major assets for many client families. Planning should address: succession issues, estate planning, estate tax minimization, S corporation issues, asset protection, and state income tax planning. This webinar will provide creative planning ideas for business entities of all different sizes. Each planning idea will be explained and clarified from both a tax, estate planning, drafting and corporate perspective. Extensive course materials will provide sample documents, sample clauses, planning articles and more.

This seminar will provide practical guidance to a variety of planning considerations for business entities and guide practitioners as to drafting considerations, minimize estate and gift taxes, minimize income, and capital gains tax, while also realizing a number of
non-tax benefits.

4.0 professional practice credits