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Estate Planning for the Family Business Owner 2022 Part 8

Content Provider
American Law Institute CLE
Product
CLE
Run Time
93 Minutes
Recording Date
10/21/2022
Presenter(s)
Michael Bourland, Andrew Mosher, Steve Gorin, Les Raatz
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Taxation
Persona
CLE OnDemand

Price $259.00

Registration Closed

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
ArizonaApproved1.50GeneralOn-going
ArkansasApproved1.50GeneralOn-going
CaliforniaApproved1.50Participatory12/31/2027
ColoradoApproved2.00General12/31/2025
ConnecticutApproved1.50GeneralOn-going
IdahoApproved1.50General10/20/2027
MissouriApproved1.90GeneralOn-going
MontanaApproved1.50General10/20/2025
NevadaApproved1.50General12/31/2026
New HampshireApproved1.60General10/20/2025
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.60General10/20/2027
New YorkApproved1.50SkillsOn-going
North DakotaApproved1.50General10/20/2025
OregonApproved1.50General10/20/2025
VermontApproved1.50GeneralOn-going
West VirginiaApproved1.86GeneralOn-going
WisconsinApproved1.50GeneralOn-going

Speakers