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:

• Why and how to convince the parents to “play dead”

• Why the parents should start an independent board of directors

• The many different needs for liquidity that the parents don’t wish to address

Contractual Issues:

• Addressing and solving the problem of “inside” vs. “outside” children

• Arbitration vs. Mediation vs. Independent Director vs. Other Solutions

• Phantom Stock for key non-family members

Estate Tax Issues:

• Recapitalization to create non-voting stock; a transfer of non-managing membership interests; frozen

partnership interests

• Private annuities, GRATs and other techniques to allow parents to transfer ownership but retain

income and control

Estate Plan Issues:

• When to have the parents make a “Bar Mitzvah”-type DVD

• The role of a Private Trust Company

• How to take into account gifts of business interests made many years before the surviving parent’s

death when equalizing the non-business children

• 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:

• Protecting the parents’ wealth from business problems

• Protecting the business from the parents’ problems

• Protecting the business from the children’s foolish choices

• 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 Title: Everything You Need to Know About Business Succession Planning
  • Speaker:
  • Duration: 90 minutes


Includes: Immediately downloadable handout materials and MP3 audio recording.


100% Satisfaction Guarantee90 Day Money Back GuraranteeNo Annual LicensingNo Membership FeesNo Pay Per Use


Bruce Givner

J.D., LL.M. (Taxation)
Bruce Givner

Bruce Givner, J.D., LL.M. (Taxation), is of counsel to KFB Rice, LLP, is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for over four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.