A huge majority of American businesses are family-owned, yet only a distinct minority of these companies is successfully transitioned into the second generation, and only half of those make it intact into the third. Succession planning for a closely held business is often exceedingly difficult because of its substantial value, limited marketability and lack of liquidity and because of the emotional baggage it represents within the family. In this session, we will explore:
- How the new IRC Section 2704(b) rules may impact even operating businesses
- Estate planning structures that may be compatible with family business equity
- Navigating the minefield of having children who are active in the business and those who aren’t
- Anticipating and addressing family members’ marriages and divorces
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
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