Closely held businesses are engines of the American economy and as they grow larger they require increasingly sophisticated estate planning not only ensure tax efficiency but also business stability. This program will provide you with a practical guide to advanced estate planning techniques for owners of closely held businesses. The program will cover not only basic strategies such as tax efficient wills and revocable trust agreements, but also more advanced techniques including sales to intentionally defective trusts, post-mortem strategies such as 6166 elections, and Graegin loans. Join us for this practical guide to advanced estate planning techniques for closely held business owners.
Intra-family buy-sell agreements
Grantor Retained Annuity Trusts
Sales to intentionally defective trusts
Advanced post mortem strategies, such as the 6166 election and the Graegin loan
The Institute of Certified Bankers This program received the following breakdown of continuing education credit, CTFA: 1.25
FP: 0.50 TAX: 0.75 To obtain continuing education credits, ICB members should submit their credits electronically at http://www.icbmembers.org.
Each price provides online access for 12 months after purchase.