The Lawyer's Guide to Family Business Succession Planning

The Lawyer's Guide to Family Business Succession Planning
Author: Gregory Monday
Publisher: American Bar Association
Total Pages: 188
Release: 2022-05-02
Genre: Law
ISBN: 9781641056915

"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.

Succession Planning for the Family Owned Business

Succession Planning for the Family Owned Business
Author: Mike Fager
Publisher: Lulu.com
Total Pages: 226
Release: 2007-11
Genre: Business & Economics
ISBN: 0615176143

Succession Planning for the Family Owned Business represents a comprehensive strategy for ensuring that your family business is passed successfully to the next generation. Within these pages, you will find everything you need to plan for the future of your small business as well as your family.

Business Succession Planning and Beyond

Business Succession Planning and Beyond
Author: Joe M. Goodman
Publisher: American Bar Association
Total Pages: 234
Release: 1997
Genre: Business & Economics
ISBN:

This guide will assert the estate planner to work with business owners or other family members as they plan for succession.

The Family Bank Strategy

The Family Bank Strategy
Author: David Thomas Phillips
Publisher: CreateSpace
Total Pages: 202
Release: 2015-01-01
Genre:
ISBN: 9781507604601

In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.

Advanced Estate Planning

Advanced Estate Planning
Author: Oklahoma Bar Association (1939- ). Department of Continuing Legal Education
Publisher:
Total Pages:
Release: 2010
Genre: Estate planning
ISBN:

Tax and Financial Planning for the Closely Held Family Business

Tax and Financial Planning for the Closely Held Family Business
Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
Total Pages: 543
Release: 2019
Genre: Law
ISBN: 1785367765

Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

Family Business Succession

Family Business Succession
Author: C. Aronoff
Publisher: Springer
Total Pages: 103
Release: 2017-06-30
Genre: Business & Economics
ISBN: 1137512083

Helps to prepare for passing the family business on to the next generation. Leaders will learn how to create a succession plan; how to develop opportunities for succession candidates; how to build consensus with the family and leaders on succession plans and finally leaders will learn when and how to let go of their own role in the business.