Advanced Estate Planning for Owners - Financial Planning

12:00 am - 1:00 am

Here’s a few things most of us can agree on: First, we all want to protect our legacy. Second, no one enjoys taxes. And finally, no one looks forward to family squabbles over money. Yet in ownership transitions our legacy is often at stake, tax bills comes due, and suddenly liquidity often negatively impacts family dynamics. While there is no silver bullet, advanced estate planning techniques can help to ease tax burdens on high net worth estates while potentially mitigating issues that arise from family wealth transfers.

Learning Objectives

• Understand techniques to move assets out of estate on a tax favorable basis
• Identify key milestones and timeline for implementing estate planning techniques
• Discuss the Family Council and how a Family Council can be used to set expectations

EPI-RM – FY18.08 – Single Session - Topic

1:00 am - 2:00 am

We will discuss the many issues that arise when either new partners come into the business, leave, become disabled, or die– among many other triggering events. We will also discuss the problems and resolution of agreements that either do not contain well thought out valuation formulas or are not easily understood. Learning Objectives

• One
• Two
• Three