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Estate Planning for the Family Business Owner 2022 Part 7

Content Provider
American Law Institute CLE
Product
CLE
Run Time
77 Minutes
Recording Date
10/21/2022
Presenter(s)
Michael Bourland, Susan Smith
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Taxation
Persona
CLE OnDemand

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
AlaskaApproved1.50GeneralOn-going
ArizonaApproved1.25GeneralOn-going
ArkansasApproved1.25GeneralOn-going
CaliforniaApproved1.25Participatory12/31/2027
ColoradoApproved2.00General12/31/2025
ConnecticutApproved1.50GeneralOn-going
DelawareApproved1.30General10/20/2024
FloridaApproved1.50General08/31/2024
HawaiiApproved1.25General12/27/2024
IdahoApproved1.25General10/20/2027
IllinoisApproved1.25General01/09/2025
MaineApproved1.75General03/05/2025
MissouriApproved1.50GeneralOn-going
MontanaApproved1.75General10/20/2025
NebraskaApproved1.28General10/20/2024
NevadaApproved1.00General12/31/2026
New HampshireApproved1.30General10/20/2025
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.30General10/20/2027
New YorkApproved1.50SkillsOn-going
North DakotaApproved1.25General10/20/2025
OhioApproved1.25General12/31/2024
OregonApproved1.25General10/20/2025
PennsylvaniaApproved1.00General01/05/2025
Rhode IslandApproved1.50General06/30/2024
VermontApproved1.25GeneralOn-going
West VirginiaApproved1.54GeneralOn-going
WisconsinApproved1.50GeneralOn-going

Speakers