 |
A Provider of AIB Products Estate Planning for the Business Owner |
|
Course Description: Estate Planning for the Business Owner examines the issues associated with the transfer of various types of business entities including valuation and tax considerations. Audience: This course is appropriate for trust officers who have already achieved a basic expertise with estate planning generally and who seek to expand their knowledge of estate planning for business owners. Participants undertaking this course should have a firm understanding of the transfer tax system and basic estate planning, including planning for lifetime gifts and estate planning for the marital deduction. Learning Objectives: After successfully completing this program, you will be able to: • Identify the challenges in estate planning for owners of closely held businesses • Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements • Describe the planning techniques available for the effective transfer of privately owned businesses from one generation to another • Explain the advantages and disadvantages of various forms of business entity • Describe the techniques used in succession and estate planning to transfer ownership interest and control of privately owned businesses • Identify issues related to reducing valuation, freezing value, entity selection, and succession in estate planning for owners of closely held businesses Course Credits: AIB: 0 ; ICB: 10.75 (CTFA/PFI) ; CFP: 5.0 Prerequisites: Basic expertise with general estate planning Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160 • Nonmembers $215  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
|
|
|
|