Search

Family Business Succession Planning

Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-19E-14
$80.00 or 1.00 credits
decrease increase

Expires: 5/1/2021

Family Business Succession Planning
Understand best practices for planning for the transition of a business through sale or transfer to the next generation, including how to most effectively deal with family members in and out of the business.  Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning.
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Belleville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville
Natalie M. Perry, Rathje Woodward LLC, Wheaton

Expires: 5/1/2021

Family Business Succession Planning
Understand best practices for planning for the transition of a business through sale or transfer to the next generation, including how to most effectively deal with family members in and out of the business.  Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning.
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Belleville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville
Natalie M. Perry, Rathje Woodward LLC, Wheaton

Products specifications
Program Date5/15/19
Products specifications
Program Date5/15/19
Customers who bought this item also bought

Federal Income Taxation for Estate Planning & Administration 2019

P9004-19E-02
Understand recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U
$80.00

Estate Planning with the Increased Federal Exemption (Formulas; Basis; and Use of Federal, State and GST Exemptions) and Building in Flexibility to Maximize Basis Step Up

P9004-19E-10
Learn more about how the Tax Cuts & Jobs Act will affect your estate planning practice. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.
$80.00

Inventory & Accountings - Estate Administration

P1816-18E-02
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.
$29.00
Filters
Sort
display