Business And Succession Planning - Twenty-First Century Transfer Techniques

Business And Succession Planning - Twenty-First Century Transfer Techniques

Regular price $199.00

This two-hour webinar discusses:

  • succession planning, including the primary techniques utilized;
  • variables influencing applicable transfer, compression and timing techniques;
  • revocable and irrevocable trusts, including types of irrevocable trusts;
  • control rights of the business, including the buy-sell agreement; and;
  • techniques for specific transferees, IDGTs, installment sales, private annuities, strategies for employees, CRATs, CRUTs, CLTs, and combining techniques

Presented by: Peter S. Myers, JD and Bill Mandel

CLE: 2.0 general credit

Approved States: AR, CA, NJ, NV, NY, OK, PA, VT

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

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

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


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