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Continuing Legal Education for Professionals
 

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Course Book (CD-ROM)
Estate Planning for Small Businesses and Vacation Homes $99.00



Copyright: August 2011
Product ID#: 56629CDR

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From Event: Estate Planning for Small Businesses and Vacation Homes, held August 2011.

Program Description

How should you treat realty that doesn't fall under the qualified primary residence tax break? What can you do to help clients transfer their business interests to the intended beneficiaries and minimize transfer taxes and business interruption? When is it wisest to sell outright? How do you structure a partial or gradual ownership transfer? Get answers to these questions and more: augment your estate planning practice with the latest techniques for developing flexible and comprehensive transfer plans for your clients' closely-held businesses and vacation homes. Order today!


Course Content

MORNING SESSION – ESTATE PLANNING FOR VACATION HOMES

  • Issues/Problems Involved
  • Initial Client Consultations
  • Planning Options and Transfer Tools
  • Designing the Plan
  • Implementation and Maintenance of the Plan
  • Ethics – Avoiding Legal Malpractice

AFTERNOON SESSION –ESTATE PLANNING FOR SMALL BUSINESS OWNERS

  • Initial Client Considerations
  • Which Business Entity Makes the Best Estate Planning Vehicle?
  • Valuation Considerations
  • Long Term Family Control
  • Mapping Out the Transfer of Interest
  • Tax Planning and Reporting
  • Estate Planning for the Heirs/Beneficiaries of the Business Owner(s)

 

  

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.


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Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
Family Law
Legal
Tax
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