Trusts & Estates
Utilizing Trusts for Succession Planning in the Family Business
This recording will evaluate strategies to help increase the odds of successfully transitioning a business from one generation to the next using trusts. Trust planning is a frequently used technique to help with such generational transitions, but there are numerous nuances, including tax and jurisdictional issues, to consider. We will also discuss the impact of the estate tax on generational transitions and ways to mitigate it.
This recording is not eligible for CLE.
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