Tie It Up Neat with a Bow: Estate and Succession Planning for the Family Business

Brian and Kevin will review how in the current tax climate, succession planning for a business must be considered hand-in-hand with appropriate tax, trust and executive compensation planning, to avoid a situation where the death of senior family member wreaks havoc on a successful enterprise and the family dynamic. The primary considerations and tools that a business owner should contemplate using when moving a business down to the next generation in a tax-efficient manner will be discussed.