Estate Planning Solutions for the Business Owner

Course Number: ABA

Course Code: ABA

Explores approaches to ensure planning aligns with the client‘s goals for the business. Examines planning for successors and valuation of closely held businesses, including IRS guidelines. Describes actions to freeze estate value, and deferral of estate tax. Describes lifetime gifts, outlines the benefits and pitfalls of buy-sell agreements. Explores the ESOP transaction, tax implications, and benefits, and administering S corporation interests.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the estate planning challenges for owners of closely held businesses
  • Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
  • Explain corporate recapitalization and the utilization of freezing and deferral techniques
  • Describe the planning methods available for the effective transfer of privately owned businesses 

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: N/A

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 1.0 CTFA

Length: Approximately 45 minutes

ABA Training