Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, April 1, 2013

CLE on Family Planning for Family Business Owners

Images-4Starting on Wednesday, July 10, the ABA presents the CLE entitled Estate Planning for the Family Business Owner. The CLE will go through Friday, July 12 in Chicago, Illinois. There will be a live course and a live video webcast. The course details, available on the website, are below: 

Do not miss the ONLY in-depth, national program specifically tailored for estate planners who represent family business owners! Plus, get a “behind the scenes” look at business succession planning issues!

This annual advanced course, comprising more than 18 hours of instruction, including one hour of ethics, covers various aspects of the closely-held family business, from choice of entity to estate administration. By the end of this course, you should be better prepared to recognize and evaluate family business issues and, in so doing, become better skilled at designing customized succession plans for your family business clients.

Expert faculty will cover the hottest topics facing estate planning attorneys, including:

Planning foundations for the family business owner: pre-formation planning, mission statements, accommodating family relationships, outside board advisors, drafting fundamental formation documents
Best practices for planning Buy-Sell agreements
Qualified retirement plan/IRA issues
New planning paradigms in light of ATRA and further legislative proposals
Incorporating charitable planning, including charitable gifts involving S corporations
And much more!


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