CLE on Estate Planning and Administration for Family Businesses
The National Business Institute is holding a conference entitled, Estate Planning and Administration for Family Businesses, on Friday November 16, 2018 at the Hilton Garden Inn Columbus/Polaris in Columbus, Ohio. Provided below is a description of the event:
Program Description
How to Protect the Family Business Assets and Ensure a Smooth Transfer
Estate planning and administration for business owners requires specialized knowledge and tools to ensure the best client representation. This legal course will give you the knowledge and skills to preserve the legacy your clients have worked their entire lives to build. Explore the tools and opportunities unique to family businesses to help make good sense of difficult legal and financial policies. Learn what you need to know about taxes, wills, trusts, valuations, and other key elements. Help your clients take care of their estate planning and administration needs and their family’s future – register today!
Explore the deciding factors in choosing the right business entity when planning ownership transfer.
Take full advantage of valuation discounts.
Employ all available tools for transferring assets and preserving wealth.
Tackle top methods of business valuation and their consequences in estate planning and tax.
Learn how to navigate an estate administration that involves a family business: with or without express instructions for transfer in a will or other transfer documents.
Protect the value of the family business: help executors act in their full authority and in the best interests of the estate.
Who Should Attend
This basic-to-intermediate level seminar is designed for:
Attorneys
Estate Planners
Accountants and CPAs
Tax Professionals
Trust Officers
Paralegals
Course Content
Determining the Consequences of Business Entity Choice (LLCs, S-Corps and C-Corps, Corps, etc.)
Medicaid and LTC Planning: A How-to Guide
Transferring the Business Within the Family
Business Value: Determining, Preserving and Maximizing
Tax Considerations in Transferring a Family Business
Legal Ethics
How to Navigate a Family Business Through Probate
Continuing Education Credit
Continuing Legal Education – CLE: 6.00 *
International Association for Continuing Education Training – IACET: 0.60
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *
* denotes specialty credits