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On-Demand Audio
Estate Planning for Small Business Owners $149.00



Copyright: May 2011
Product ID#: 56211SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Estate Planning for Small Business Owners, held May 2011.

Program Description

Get a crash course on the specific challenges and opportunities small business owners face in planning their estates. Our experienced attorney faculty review most effective tactics in dealing with liquidity issues, in full or partial business interests to the intended beneficiaries, and assessing the value of the business. Expand your client base to include small business owners – order today!


Course Content
  • Encouraging Business Owners to Plan for Succession
  • Which Business Structure Makes the Best Estate Planning Vehicle?
  • Types of Business Entities (FLLPs, FLLCs, C and S corporations, LLC as an S Corporation)
  • Converting an Existing Business Structure into Another
  • Valuation Considerations
  • Solving the Problem of Liquidity when Planning for Family Farms
  • Mapping out the Transfer of Interest
  • Drafting a Buy-Sell Agreement for an Existing Business
  • Planning for a Full or Partial Sale of Business
  • Planning a Gradual Transfer
  • Preventing Challenges by IRS and Ensuring Discounts/Disclaimers
  • Income and Gift Tax Considerations
  • When Leveraged Recapitalization is a Wise Decision
  • Special Considerations for Sole Proprietors
  • Life Insurance
  • Planning for the Heirs/Beneficiaries of the Business Owner(s)

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK05/10/2013
CLE 1.50AZ05/10/2013
CLE 1.50CA05/10/2013
CLE 2.00CO05/10/2013
CLE 1.50CT05/10/2013
CLE 2.00FL*11/10/2012
CLE 1.50HI05/10/2013
CLE 1.50ID05/10/2013
CLE 1.50IL05/09/2013
CLE 1.50ME05/10/2013
CLE 1.80MO05/10/2013
CLE 1.50MP05/10/2013
CLE 1.50MS05/10/2013
CLE 1.50MT05/10/2013
CLE 1.50NC12/31/2012
CLE 1.50ND05/10/2013
CLE 1.50NH05/10/2013
CLE 1.80NJ05/10/2013
CLE 1.50NM05/10/2013
CLE 1.50NV05/10/2013
CLE 1.50NY*05/10/2013
CLE 2.00OK05/10/2013
CLE 1.50RI05/10/2013
CLE 1.80VI05/10/2013
CLE 1.50VT05/10/2013
CLE 1.50WI12/31/2012
CLE 1.80WV05/10/2013
CLE 1.50WY05/10/2014

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Business & Corporate
Estate Planning & Probate
Legal
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