Trusts & Estates

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Trusts & Estates

Thought Leader Series: Navigating the Business Entity Highway: The Intersection of Asset Protection and Business Planning

There are three separate planning disciplines:

  1. Asset protection planning
  2. Estate planning
  3. Business planning.

However, all of them must be built to work together. During this one-hour webcast, you will learn:

  • The difference between planning for closely held businesses and publicly traded companies
  • The difference between protecting your assets and your children’s assets
  • How owners transfer ownership, but for the most part retain practical control
  • How minority discounts and estate planning are combined with the process.

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Related Resources (webinars)

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Trusts & Estates

WEBINAR: Digital Asset Protection Planning

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Digital Asset Protection Estate Planning

This webinar defines digital assets, covers the current state of affairs and legal framework for handling them, and suggests strategies for planning, drafting and estate administration. Includes some helpful tools and references.

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Trusts & Estates

Thought Leader Series: Using LLCs to Protect Family Assets

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