Estate Planning for the Business Owner

ABA SELF-PACED ONLINE TRAINING

Examines planning for successors, and valuing stock of closely held businesses, and guidelines for application. Describes actions to freeze estate value, and deferral of estate tax. Describes lifetime gifts, outlines the benefits and pitfalls of buy-sell agreements. Explores the ESOP transaction, tax implications, and benefits, and administering S corporation interests.

Objectives:

  • Describe the estate planning challenges for owners of closely held businesses
  • Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
  • Explain corporate recapitalization and the utilization of freezing and deferral techniques
  • Describe the planning techniques available for the effective transfer of privately owned businesses

Audience:  Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

ABA Certifications: 1.0 CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $175  
Non-Member $225


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