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Estate Planning Up Close: Estates That Include Business Interests LIVE Virtual Training

presented by NBI, Inc.

Estate Planning Up Close: Estates That Include Business Interests

Full Description

Planning for Succession, Sale, Retirement, Tax Issues, and More

Estates that include a family business are both common and incredibly complex and diverse. The way you plan for a specific client depends on the usual familial factors, plus the unique nature of the business, its assets, and the way it's owned and operated. This specialized course outlines key considerations in crafting uniquely tailored estate plans that include business interests. From asset valuation and succession plans, to tax and incapacity planning, you'll get practical guidance from experienced estate planners. Hone your skills - register today!

  • Craft flexible, working estate plans that include all your clients' unique assets and needs.
  • Help business owners plan for disability and long-term care.
  • Discuss insurance issues at the intersection of life, disability, and business policies.
  • Get an update on the relevant current and proposed tax regulations.
  • Weigh the current tax factors involved in planning gifts, transfers, and sale.
  • Explore relief options for ailing businesses, including bankruptcy.
  • Weigh the use of annuities and self-cancelling installment notes in specific circumstances.


All times are shown in Eastern time.

  1. Tailoring the Plan to the Client's Needs, Choice of Entity and Business Structure Implications
    10:00 - 10:30, Roger J. McClure
  2. Sale of All or Part of an Existing Business, Before and After Death
    10:30 - 11:15, Roger J. McClure
  3. Business Valuation: Addressing Recent Market Changes
    11:30 - 12:00, Roger J. McClure
  4. Tax Update; Planning; and Reporting of Gifts, Transfers, and Ownership
    12:00 - 12:45, Neal B. Jannol
  5. Structuring Intra-Family Transfers
    12:45 - 1:15, Neal B. Jannol
  6. Current Insurance Issues in Business and Estate Planning
    1:45 - 2:15, John R. Bedosky
  7. Loss and Bankruptcy: Opportunities for Relief
    2:15 - 2:45, Katharine B. Clark
  8. Planning for Incapacity
    2:45 - 3:15, Morris R. Saunders
  9. The Use of Annuities and Self-Cancelling Installment Notes
    3:30 - 4:00, John Bedosky
  10. Legal Ethics in Estate Planning
    4:00 - 5:00, Mary L. Wilson
    1. Data Security and Confidentiality Issues
    2. Attorney Fees, Engagement Agreements, Client Trust Accounts
    3. Common Conflicts of Interest

Who Should Attend

This legal course is designed for attorneys. Accountants, estate planners, wealth managers, fiduciaries, small business owners, and paralegals will also benefit.


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