Estate Business Succession Planning
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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.
Author | : Bernie O'Sullivan |
Publisher | : |
Total Pages | : 0 |
Release | : 2008 |
Genre | : Estate planning |
ISBN | : 9780646493558 |
Author | : Russell J. Fishkind |
Publisher | : John Wiley and Sons |
Total Pages | : 383 |
Release | : 2001-06-15 |
Genre | : Business & Economics |
ISBN | : 0471438065 |
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
Author | : Russell J. Fishkind |
Publisher | : John Wiley & Sons |
Total Pages | : 422 |
Release | : 2002-01-04 |
Genre | : Business & Economics |
ISBN | : 9780471214489 |
EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com
Author | : Stuart F. Bollefer |
Publisher | : |
Total Pages | : 324 |
Release | : 2008 |
Genre | : Business enterprises |
ISBN | : 9780433453536 |
Author | : Clayton W. Chan |
Publisher | : Aspatore Books |
Total Pages | : 82 |
Release | : 2012-03-01 |
Genre | : Business & Economics |
ISBN | : 9780314282088 |
Business Succession and Estate Planning for the Closely Held Business Owner provides a solid foundation for understanding and communicating effectively with your attorney and other professional advisors regarding how to set up a winning business succession plan. Although business succession and estate planning is often viewed as an arcane field, full of complex concepts and terminology, it is also essential for every closely held business owner. Neglecting this type of planning is to risk having your business and other assets pass in ways that you did not intend. Among other things, Business Succession and Estate Planning for the Closely Held Business Owner guides you through the business succession plan cycle, the federal transfer tax system, and core estate planning documents, such as wills and revocable trusts. Youll also be introduced to the concepts of holding entities, recapitalization, and estate freeze planning. Armed with this knowledge, you will be able to participate more fully in the planning process in order to design a plan that reflects your most important wishes and desires when it comes to this topic.
Author | : Michael A. Lobraico |
Publisher | : BPS Books |
Total Pages | : 174 |
Release | : 2011-08-23 |
Genre | : Law |
ISBN | : 1926645693 |
Whether big or small, global or local, family businesses are the engine of wealth and security for owners, families, employees, and business as a whole. But as this book shows, that engine can easily break down: If the family, ownership, and business circles related to the business fail to hold regular and candid conversations that clarify ownership's intent for the business and the rules for family members' ownership of and employment in the company And if the business fails to run itself on solid, independent business principles Using an entertaining case study of a composite company, Blooms Floral, the authors coach readers in how to conduct these conversations to ensure that future generations of their family business not only survive, but thrive.
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.
Author | : Mike Fager |
Publisher | : Lulu.com |
Total Pages | : 226 |
Release | : 2007-12 |
Genre | : Business & Economics |
ISBN | : 0615176135 |
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.
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.