Description
If you advise business owners on succession planning, this is a session you can’t afford to miss - register today!
Life insurance remains a popular tool for funding business buy-sell agreements — but recent court decisions, including Connelly and Huffman, have made the planning environment more complex and risk-laden. Could your clients be exposed? Register for this program to learn about deal vulnerabilities, tax risks, and curative measures.
Join seasoned practitioners for a webcast exploring advanced strategies to help you sidestep the dual hazards of IRS scrutiny and flawed structures. Drawing on a private letter ruling he personally obtained, Steve Gorin and co-panelist Georgia Demeros will guide you through:
- Structuring a life insurance LLC to fund cross-purchase agreements more safely and efficiently
- Addressing fairness concerns between older majority owners and younger minority stakeholders
- Minimizing income tax risks when transitioning to a life insurance LLC structure
This program is designed for estate planning attorneys, especially those who advise family businesses on succession matters. This program is also beneficial to financial and tax professionals who provide guidance and strategies to family businesses. Finally, this course will benefit business attorneys who counsel clients on buy-sell agreements and formation matters.