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CLE on Estate Planning for the Family Business Owner 2018

By Gerry W. Beyer

CLE
The American Legal Institute is holding a conference entitled, Estate Planning for the Family Business Owner 2018, Thursday, November 1, 2018 – Friday, November 2, 2018 at the Atlanta Marriott Marquis in London, Georgia. Provided below is a description of the event:

Why You Should Attend

The only national program specifically designed for those who represent family business owners!   Whether you advise or own a family business, or are an estate planner looking for a deeper understanding of the closely-held business, this one-of-a-kind advanced conference is for you!   Attend this nationally recognized program and explore the latest techniques in family business succession planning, learn how customize your plan for specific situations, and discover new ways to implement your plans.   Leading practitioners in estate planning, tax, insurance, and employee benefits will give you advanced strategies to recognize and evaluate family business issues and enhance your skills at designing customized succession plans for your family business clients.  

What You Will Learn

Highlights of this year’s program include:  

Planning in light of tax reform, lower income taxes, and higher estate tax exemptions

Critical income tax issues and planning strategies, including tax-savings opportunities when passing wealth from one generation to the next

Valuing an equity interest in a family business

Motivating your family business client to engage in thoughtful succession planning

Deferred compensation and equity-based compensation plans

Advising on family harmony issues that can impact succession plans

Sophisticated trust techniques for lifetime transfers

  For in-person attendees: An optional breakfast workshop on the second morning provides an opportunity to dive deeper into income tax issues not covered during the regular program. Don’t miss this chance to discuss your questions with experienced faculty in an informal setting!  

Who Should Attend

This comprehensive estate planning for family business CLE program is designed for estate lawyers, accountants, those who advise privately-owned business, and those who own private businesses.  
Register two or more and SAVE! Register one person for the in-person course at full price and save 40% on all additional in-person registrations for this course from your organization. Separate discounts are also available for group webcast registrations. Click on “Group Rates” to register. (Valid on new registrations only; discounts may not be combined.)

Study Materials

Going green in 2018! Course materials will be available in electronic format for download the week before and during the course.  Print materials will not be distributed.  All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates.

Posted in:
Conferences & CLE, Estate Administration, Estate Planning - Generally, Income Tax, Trusts and Wills