Trusts & Estates

read
Trusts & Estates

The Art Before the Deal: Maximizing Personal Wealth When Selling a Business

by Bernstein Wealth Management Research Reports

Selling a privately held business may be the most important financial event in an owner’s life. Identifying personal goals in advance can help maximize the deal’s value. Critical issues include:

  • The impact of key deal terms on the owner’s wealth; the highest offer may not be the best
  • How estate planning prior to the sale can enhance the value created
  • Quantifying spending needs so that plans can be implemented to meet other financial goals
  • The financial-planning implications of liquidity strategies other than a full sale

Learn more about maximizing potential when selling your business by downloading this document.


Complete the form to get your free guide

Related Resources

WCQ Q3 2017 Dos Donts of Decanting thumbnail
read
Trusts & Estates

Amending an Irrevocable Trust: The Dos and Don'ts of Decanting

Decanting irrevocable trusts is an increasingly popular planning strategy, but beware of the pitfalls, tax implications, and trustee fiduciary duties.

Learn More
Modifying an IRT Thought Paper thumbnail
read
Trusts & Estates

When the Irrevocable Trust No Longer Fits

Life comes at you fast. Learn 3 ways estate planning attorneys can modify an irrevocable trust and preserve client benefits.

Learn More
TP Tax Repeal 2017 thumbnail
read
Trusts & Estates

Summary of 2017 Estate Tax Repeal Legislation to Date

With the estate tax repeal pending, get the info you need about stepped-up basis and incomplete grantor trusts, what it means for estate planning attorneys, and clients.

Learn More

Get the Premier Magazine for Industry Thought Leaders