The Lawyer's Guide to Family Business Succession Planning PDF Download
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Author: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188
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Book Description
"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: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188
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Book Description
"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: Russell J. Fishkind
Publisher: John Wiley and Sons
ISBN: 0471438065
Category : Business & Economics
Languages : en
Pages : 383
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Book Description
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: Bernie O'Sullivan
Publisher:
ISBN: 9780646493558
Category : Estate planning
Languages : en
Pages : 0
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Book Description
Author: Stuart F. Bollefer
Publisher:
ISBN: 9780433453536
Category : Business enterprises
Languages : en
Pages : 324
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Book Description
Author: Steve Goodman
Publisher: LULU
ISBN: 1483406458
Category :
Languages : en
Pages : 109
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Book Description
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
ISBN: 9780471214489
Category : Business & Economics
Languages : en
Pages : 422
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Book Description
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: Susan Latremoille
Publisher: John Wiley & Sons
ISBN: 1118087534
Category : Business & Economics
Languages : en
Pages : 192
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Book Description
As the first wave of Canadian baby boomers retire over the next few years, succession planning will be vital for the long-term survival of many businesses. Canada is about to see a huge transfer of wealth from this generation to the next, yet many businesses struggle to ensure a smooth transition of business management and ownership. For family-owned companies, the ramifications may be even more sweeping. The personal issues they face, compounding other day-to-day business concerns, range from planning for income taxes to maintaining interpersonal relationships with family members. A good succession plan will manage a range of issues, such as people and talent, family dynamics, corporate structure, estate planning, insurance and share transfer, to name just a few. Who Will Take Over the Business? is for any business owner who wants to retire, sell, or transfer ownership of their business. It is designed to guide business owners through a comprehensive and strategic approach to the business succession process to ensure that the transition is carried out as smoothly as possible. Who Will Take Over the Business? is a must-have resource for every Canadian business owner.
Author: Clayton W. Chan
Publisher: Aspatore Books
ISBN: 9780314282088
Category : Business & Economics
Languages : en
Pages : 82
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Book Description
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: Cannon O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781719304597
Category :
Languages : en
Pages : 114
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Book Description
If you own a family business, you should be thinking about your succession plan.Whether you plan to sell the business to fund your own retirement or pass it on to your descendants or other key employees, there are questions you need to be asking:* Am I prepared to consider transferring ownership or control of my business during my lifetime?* Have I made sure that the transition will be orderly? * Will my key employees stay with my firm rather than seeking more secure employment? * Is my estate sufficiently diversified so that children who are not active in the business may be treated fairly alongside those receiving an interest in the business? Now is the time to incorporate Business Succession into your retirement and estate planning. The book in your hands provides an ideal starting point.
Author: K. LeCouvie
Publisher: Springer
ISBN: 1137280921
Category : Business & Economics
Languages : en
Pages : 213
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Book Description
The first ever comprehensive guide to family business succession planning. This book covers everything from what family business ownership is and how to structure ownership bylaws to business structure, leadership transition, and how a founder exits the business. Drawing on original research, case studies, and white papers, Family Business Succession is a thorough, complete, and "required reading" for every family member working in a family business.
