Estate Planning for Entrepreneurs and Business Owners

Estate planning is important for everyone but especially for entrepreneurs and business owners. Issues relating to incapacity, the transfer of property, continuity of the business and minimizing taxes go beyond simply having a will. This new 90-minute webinar examines critical considerations and estate planning tools available to practitioners who advise business owners. Experienced estates lawyer Daniel Nelson and CPA, CA Jeffrey Dessau will address the unique issues stemming from business interests in estate planning and administration and share practical planning and administration tools, including multiple wills, estate freezes, alter ego trusts and leadership succession planning. By the end of the program you’ll have a better understanding of special tax and other planning considerations when working with entrepreneurs, and you’ll be more comfortable with the various estate planning tools and techniques available to you to help meet your client’s needs. Among the questions the presenters will address are:

What are the key planning considerations for business owners?
What are the estate planning and administration challenges for business interests?
What are the factors to consider in effectively implementing a succession plan?
What are the tax challenges and potential pitfalls to avoid?

Don’t miss this opportunity to get expert guidance and practical tips to help you properly explain, design and draft an appropriate and effective estate plan for your entrepreneur clients!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.