Estate Planning for the Business Owner
Estate Planning for the Business Owner examines the issues associated with the transfer of various types of business entities including valuation and tax considerations.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 10.75 (CTFA/PFI) ; CFP: 5.0 |
| Prerequisites | Basic expertise with general estate planning |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for trust officers who have already achieved a basic expertise with estate planning generally and who seek to expand their knowledge of estate planning for business owners. Participants undertaking this course should have a firm understanding of the transfer tax system and basic estate planning, including planning for lifetime gifts and estate planning for the marital deduction.
Learning Objectives
After completing this course, students will be able to:
- Identify the challenges in estate planning for owners of closely held businesses
- Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
- Describe the planning techniques available for the effective transfer of privately owned businesses from one generation to another
- Explain the advantages and disadvantages of various forms of business entity
- Describe the techniques used in succession and estate planning to transfer ownership interest and control of privately owned businesses
- Identify issues related to reducing valuation, freezing value, entity selection, and succession in estate planning for owners of closely held businesses
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.