Moving On: A Pragmatic Approach to Succession Planning (December 2013) [C14497]

Moving On: A Pragmatic Approach to Succession Planning (December 2013) [C14497] - In Stock

Seminar Date: December 6, 2013
List Price:$70.00
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This seminar took place on December 6, 2013, in Seattle, WA.
ESTATE PLANNING | BUSINESS | TAX | All Levels


Product Description:


With the rise of businesses included in the mix of estate assets, business as well as probate/trust and tax attorneys need to know the issues and pragmatic solutions for succession planning with their clients.


Table of Contents:

Chapter 1: Getting Started: How to Get Clients to Plan for Business Succession
David Stiefel
Matthew Wesley


Chapter 2: Trust and Buy/Sell Funding Strategies and Issues
Jennifer Todd
Barbara Potter
Diana M. Zottman


Chapter 3: Planning Strategies and the Business Reality Check
Renee Pradels Ryan
James K. McBain
Sean K. Griffee
Rob Keasal


Chapter 4: Estate Tax Update and Tax Planning Opportunities for Washington Small Businesses
Anna M. Cashman


Chapter 5: Too Many Tiaras: Estate Administration with Businesses
RoseMary Reed
Sarah MacLeod


Chapter 6: Cautionary Tales: Planning Failures and Fixes
Lora L. Brown
Kenneth W. Hart
Mary Anne Petesch
Lisa E. Schaures



Coursebook contains 178 pages