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Program Details

Business Succession Planning: Protecting Your Client’s Business and Family

Content Partner: Cole Schotz PC

Price:	$293.00*
Member Price:	$293.00

This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart

Description: Business Succession Planning: Protecting Your Client’s Business and Family

Do your clients own businesses? Do your clients have business succession plans for their businesses? Who will own the client’s business in the future? Who will manage the client’s business in the future? What are the tax consequences of a transfer of the business? Is the client’s family provided for?

This program will give advisors tools to address all of the above questions for their clients. The program will examine topics such as important provisions in buy/sell agreements, choice of successors, business valuations, and the coordination of business planning with tax and estate planning. This CLE aims to help advisors guide their business owner clients in establishing plans that prepare for and address both anticipated and unanticipated circumstances while implementing the business owner’s objectives for the future of the company.


Practice Areas:		Estate Planning & Probate, Tax Law

Online Media Type:		Audio

Production Date:		07/16/2020 9:00 AM EDT

Level:		Basic

Category:		Standard

Duration:		1 Hours, 30 Minutes

Online Format:		Live

Course Type:		Public

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.

West LegalEdcenter will not provide accreditation for states not listed.

CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.

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Credit Eligibility:

Click on the jurisdiction to view credit eligibility details for this program

IMPORTANT!
This program is:

NOT AVAILABLE
FOR CLE CREDIT

If you complete this
program, a generic
completion certificate
will be provided
in your profile.

Request credits for a state not listed.

Check your state requirements and get contact information.

Speakers:

•	Steven M. Saraisky - Member, Cole Schotz PC
•	Jennifer M. Lota - Associate, Cole Schotz PC


	This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.