Talk Intelligently with Clients About
Business Succession Planning
Most all advisors are aware of the importance of succession planning for business owners - - but how many actually understand and properly address the key issues involved? Do you?
Take a quick diagnostic.
Are you familiar with (and able to clearly address with clients) all these issues involved in business succession planning?:
Operating the Business Issues:
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Why and how to convince the parents to “play dead”
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Why the parents should start an independent board of directors
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The many different needs for liquidity that the parents don’t wish to address
Contractual Issues:
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Addressing and solving the problem of “inside” vs. “outside” children
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Arbitration vs. Mediation vs. Independent Director vs. Other Solutions
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Phantom Stock for key non-family members
Estate Tax Issues:
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Recapitalization to create non-voting stock; a transfer of non-managing membership interests; frozen partnership interests
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Private annuities, GRATs and other techniques to allow parents to transfer ownership but retain income and control
Estate Plan Issues:
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When to have the parents make a “Bar Mitzvah”-type DVD
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The role of a Private Trust Company
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How to take into account gifts of business interests made many years before the surviving parent’s death when equalizing the non-business children
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How to handle the problem of date of death valuation for estate tax (low) vs. date of death valuation for purposes of equalization among the children (realistic)
Asset Protection Issues:
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Protecting the parents’ wealth from business problems
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Protecting the business from the parents’ problems
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Protecting the business from the children’s foolish choices
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Protecting the children from their own foolish choices
Whether you’re a financial advisor, insurance agent, CPA or estate planning attorney, and regardless of your current level of expertise, find out what you “need to know” about Business Succession Planning by joining us and renowned estate planning, tax and asset protection attorney, Bruce Givner, Esq. for a special 60-minute program.
PROGRAM DETAILS:
Title: Everything You Need to Know About Business Succession Planing
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Bruce Givner, Esq.
Purchase Includes: Handout Materials and Audio Recording.
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Bruce Givner and Givner & Kaye are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Bruce Givner, and Givner & Kaye. |