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What Your Business Owner Clients Need to Know

White and Williams CLE | April 29, 2019

From a sole proprietorship to a corporation owner, early planning can be the difference in a company's value for the next generation or a third-party purchaser. Bridget La Rosa, Counsel in the Tax and Estates Group, discussed estate planning, valuation and related topics that business attorneys should address with their business-owner clients. Her presentation covered:

  • How to deal with liquidity issues facing most business owners, from buy/sell agreements, life insurance (including the use of premium financing) as well as Congressional enacted special relief such as the use of §303 and §6166 in the administration of a decedent's estate.
  • When to use Grantor Retained Annuity Trusts as well as Sales to Defective Grantor Trusts and the advantages and disadvantages of each.
  • Issues that arise when a client's estate includes intellectual property and considerations about how those unique assets are dealt with in the estate plan.
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