Planning for the Transition of Family Owned Businesses & Farms

Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations.

Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P1904-19E-03

$60.00 or 0.75 credits

Qty: decrease increase

Faculty:

Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Overview
Specifications

Faculty:

Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Products specifications

Program Date	12/9/2019

Products specifications

Program Date	12/9/2019

Product tags

Customers who bought this item also bought

Family Business Succession Planning

P9004-19E-14

Learn best practices for planning for the transition of a business through sale or transfer to the next generation, including how to effectively deal with family members both in and out of the business. Includes discussion of the impact of buy-sell agreements, valuation issues, and estate tax planning on succession planning.

$80.00

Structuring Estate Plans Without Trusts: The Joys of Willing, Beneficiary Designating and Jointly-Titling Almost Anything!

P1904-19E-04

Learn how to structure an estate plan using strategies other than trusts, such as beneficiary designations (including TODI), joint ownership with rights of survivorship, and good old fashioned Wills. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

$60.00

Revocable Trusts Under the Illinois Trust Code

P1916-19E-09

Review new statutory provisions consistent with Illinois common law governing revocable trusts and learn about a new statute of limitations applicable to trust contests in the absence of a probated will.

$30.00