Utilizing Trusts for Succession Planning in the Family Business

This course will evaluate strategies to help increase the odds of successfully transitioning a business from one generation to the next using trusts. Trust planning is a frequently used technique to help with such generational transitions, but there are numerous nuances, including tax and jurisdictional issues, to consider. The course will also discuss the impact of the estate tax on generational transitions and ways to mitigate it.

Presented by: Lisa Ligas and Jeffrey Wolken

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AZ, CT, FL, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.