Which Estate Planning Technique
is Best for Passing Along the Family Business?
Many of our clients own a family business that they want to pass to the next generation. But with so many different potential gifting techniques, how does the planner decide which technique to use? Should the business be gifted to a Dynasty Trust? Should the business be sold to a Dynasty Trust? Should the business be gifted to a Grantor Retained Annuity Trust? Should a Self-Cancelling Installment Note be used? Should a Defined Value Transfer be used? Should a Completed Gift Domestic Asset Protection Trust be used? How does the planner manage gift tax risk versus mortality risk?
The clock is ticking on the $5.12 million gift tax exemption which is set to expire at the end of 2012. Therefore, many of our clients want to transfer substantial assets sooner than later. Whether you’re an attorney, a CPA or a financial advisor, this teleconference will help you decide what techniques to consider for your clients who are business owners.
Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a plain-English, straightforward presentation entitled, "Passing the Family Business: Choice of Estate Planning Technique".
On this 90-minute program, you'll learn how to...
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Determine which estate planning technique to use
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Manage gift tax risk while still maximizing transfer tax leverage
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Design a transaction to meet a client’s cash flow needs
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Explain to clients why a particular strategy best suits the client’s needs
PROGRAM DETAILS:
Title: Passing the Family Business: Choice of Estate Planning Techniques
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
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 and Steven J. Oshins, Esq. 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 and Steven J. Oshins, Esq. |