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Estate Planning for the Family Business Owner 2022 Part 1

Content Provider
American Law Institute CLE
Product
CLE
Run Time
114 Minutes
Recording Date
10/20/2022
Presenter(s)
Steve Gorin, Jim Lee, Todd Angkatavanich, Trisha Baggs
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Taxation

Price $259.00

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Description

Learn a better way to counsel family business clients on their business, tax, and succession planning strategies after attending this course. Our national faculty with share high-level analysis of this year’s critical developments and will teach you how these developments should influence you and your client’s approach to business operations and succession planning. This year’s course will examine: - Changing family dynamics, work force challenges, and governance issues - Buy-sell agreements, business valuation, and life insurance - Estate planning – recent developments and sophisticated strategies - Income tax effects on business strategy and on trust/estate administration

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.50General12/31/2023
AlaskaApproved2.00GeneralOn-going
ArizonaApproved1.75GeneralOn-going
ArkansasApproved1.75GeneralOn-going
CaliforniaApproved1.75Participatory12/31/2027
ColoradoPending State Response0.00
ConnecticutApproved2.00GeneralOn-going
DelawareApproved1.90General10/19/2024
FloridaApproved2.50General08/31/2024
GeorgiaApproved1.50General12/31/2023
HawaiiApproved1.75General12/27/2024
IdahoApproved2.00General10/19/2027
IllinoisApproved1.75General01/09/2025
IndianaApproved1.50General03/12/2024
IowaApproved1.75General10/19/2023
KansasApproved2.00General01/05/2024
KentuckyApproved1.75General06/30/2023
LouisianaApproved1.90General01/05/2024
MaineApproved2.00General03/05/2025
MinnesotaApproved1.75General02/09/2024
MississippiPending State Response0.00
MissouriApproved2.30GeneralOn-going
MontanaPending State Response0.00
NebraskaApproved1.90General10/19/2024
NevadaPending State Response0.00
New HampshireApproved1.90General10/19/2025
New JerseyApproved2.00GeneralOn-going
New MexicoApproved1.90General10/19/2027
New YorkApproved2.00SkillsOn-going
North CarolinaPending State Response0.00
North DakotaPending State Response0.00
OhioApproved1.75General12/31/2023
OregonApproved1.75General10/19/2025
PennsylvaniaApproved1.50General01/05/2025
Rhode IslandApproved2.00General06/30/2023
South CarolinaPending State Response0.00
TennesseeApproved1.90General01/05/2024
TexasApproved1.75General01/21/2024
UtahPending State Response0.00
VermontApproved1.75GeneralOn-going
VirginiaApproved2.00General10/31/2023
West VirginiaApproved2.28GeneralOn-going
WisconsinApproved2.00GeneralOn-going
WyomingApproved2.00General01/05/2024