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Estate and Tax Planning with Closely Held Businesses
Credit(s):
7 CLE
Course Number:
7899
Original Program Date:
September 29, 2023
Duration:
5 hours 33 minutes
Access:
Available for 90 days after Registration (03/21/2025)
An exploration of topics related to planning for and administering estates and trusts of clients with closely held business interests.
Use of ESOPs: Business Succession & Estate Planning for Corporate and LLC Owners Joseph "Jay" Van Heyde II, Orlando Brendan Hobbs, Orlando
Practical Drafting Solutions for Closely Held Businesses Rachel Albritton Lunsford, Tampa
Shareholder and Operating Agreements: Practical Drafting Tips and Tricks Brad Gould, Stuart
The Circle of Trust: The Use of the Florida Directed Trust Act to Keep Business Decisions in Your Circle Miranda M. Weiss, Naples Kristin A. Philips, Naples
A Potpourri of Potential Payday Planning Mitchell Goldberg, Fort Lauderdale
Estate Administration of Closely Held Business Interests Dillon L. Roberts, Vero Beach
The Hero with a Thousand Faces: Safeguarding Business Owners Legacies Eric Eklund
Closing Remarks Dana M. Apfelbaum, Vero Beach
7 Business Litigation
7 CLE
7 Tax
7 Wills,Trusts, & Estates
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