Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference

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Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference

Taxation Law Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits

Course Number:

TAX_AM_2023_09

Original Program Date:

November 2, 2023

Duration:

1 hour 3 minutes

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

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Category: Taxation, Closed Captioned Courses, Trusts & Estates

Category: Taxation, Closed Captioned Courses, Trusts & Estates (show less)

An analysis of the obstacles and available alternatives in passing ownership of a family business on to the next generation when the senior family member desires to treat all the children equally, but some of the children will not take an active role in running the family business or key employees are needed to assist in management. The speaker will discuss planning ideas such as selling a business to key employees without reporting any gain using the preferred partnership structure or using a private annuity for a healthy individual to pass the family business on to the next generation without any estate tax exposure

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