Estate Planning for Small Businesses
$45
Credits in
1.00 General
Practice Areas:
Administrative, Basic Estate Administration, Business Development, Compliance, Contracts, Corporate & Securities, Corporate Law, Employment Law, Intellectual Property, Mergers & Acquisitions, Other, Paralegal, Skills Training, Taxation, Wills, Trusts, & Estates
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About
This Course
"Estate Planning for Small Businesses" is a comprehensive continuing legal education course designed to provide attorneys, financial advisors, and small business owners with the knowledge and strategies necessary to plan for the future of their businesses effectively. In this course, you will learn how to address the unique challenges involved in estate planning for family-owned businesses, from asset protection strategies to exploring retirement planning strategies.Attending this course will teach attendees the importance and fundamentals of estate planning, including how to develop effective business succession strategies, such as valuation techniques. Attendees will also learn how to implement tax planning techniques to safeguard business assets and minimize tax liabilities. Specific considerations for sole proprietors and partnerships will also be discussed. Through examining real-world case studies and examples, attendees will learn the importance of the Corporate Transparency Act on small businesses, including reporting requirements and implications for estate planning and business succession.This course is ideal for attorneys specializing in estate planning, business law, or taxation and is also open to small business owners.Learning Objectives:
Develop effective business succession strategiesImplement asset protection strategies and tax planning techniquesAddress the unique challenges involved in estate planning for family-owned businessesExplore retirement planning strategies for small business ownersEvaluate the role of life insurance and key person insurance in estate planning for small businessesAnalyze the specific considerations and strategies for estate planning for sole proprietors and partnershipsDefine the impact of the Corporate Transparency Act on small businessesExamine real-world case studies and examples illustrating effective estate planning strategies for small businessesProduction Date: 8/26/2024 | Closed captioning (CC) available
About the Presenters
Aigné Goldsby Wells, Esq.
Goldsby Law, PLLC
Practice Area: Wills, Trusts, & Estates (+ 5 other areas)
Aigné Goldsby Wells is an attorney, speaker, author, and legal educator dedicated to helping individuals, families, businesses, and legal professionals move forward with clarity and confidence. She is the founder of Goldsby Law, PLLC, based in West Hartford, Connecticut, where her practice includes estate planning and probate, business law and trademarks, juvenile and child protection matters.Aigné’s experience spans private practice and public service, including service as a Connecticut Freedom of Information Commissioner and a Small Claims and Motor Vehicle Magistrate. She brings practical insight into advocacy, professional responsibility, law practice management, and the development of new attorneys.Known as The Anointed ...
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