Advanced Income and Estate Tax Planning Techniques for Owners of Closely Held Businesses
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE course will provide trusts and estates attorneys with an in-depth analysis of advanced income and estate tax planning strategies for owners of closely held businesses under current tax law. The panel will discuss techniques utilizing GRATs, sales to grantor trusts, and buy-sell agreements, as well as ways to avoid tax issues in business succession planning and other vital items.
Outline
- Key considerations under current tax law
- Buy-sell agreements
- Transfers of business interests
- Trusts
- FLPs and LLCs
Benefits
The panel will review these and other key issues:
- What are the challenges and available planning techniques for owners of closely held businesses under current tax law?
- What are the benefits and critical considerations for drafting buy-sell agreements?
- What planning techniques are available for lifetime transfers of business interests?
- What are the considerations, available methods, and obstacles when utilizing trusts?
- What are the advantages and key issues of using FLPs and LLCs in estate planning?
Faculty
Cliff A. Capdevielle
Shareholder
Saltzman Mugan Dushoff
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of... | Read More
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of success representing trustees, beneficiaries, fiduciaries, and high-net-worth individuals in complex tax, estate, and trust, matters. Licensed in Nevada, California, and Texas, Cliff brings a unique cross-jurisdictional perspective to high-stakes disputes and sensitive family matters involving wealth transfer, inheritance, and fiduciary obligations. Before joining Saltzman Mugan Dushoff LLP, he served as Managing Attorney at Moskowitz LLP, a nationally recognized tax law firm, where he oversaw high dollar tax controversy matters. Earlier in his career, Mr. Capdevielle worked in the Tax Department at Deloitte, gaining deep experience at the intersection of tax law, finance, and business planning—expertise that now powers his sophisticated approach to estate, trust, and tax matters.
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Jonathan E. Gopman
Partner
Nelson Mullins Riley & Scarborough
Mr. Gopman's practice focuses on sophisticated wealth accumulation and preservation planning strategies for... | Read More
Mr. Gopman's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning.
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