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Estate Planning for the Business Owner

Course List | ABA Member Registration | Non-Member Registration

Estate Planning for the Business Owner examines the issues associated with the transfer of various types of business entities, including valuation and tax considerations. Participants undertaking this course should have a firm understanding of the transfer tax system and basic estate planning, including planning for lifetime gifts and estate planning for the marital deduction.

Price $215 Nonmembers / $160 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits AIB: 0.5 ; ICB: 5.0 CTFA/[2.5 FP/2.5 TAX]; CFP: 4.0
Prerequisites Basic expertise with general estate planning
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Trust Officers who have completed Building Trust Expertise Levels 1 and 2 and have 2 or more years experience working with trust clients managing more complex trusts including tax law and investments.

Learning Objectives

After completing this course, students will be able to:

  • Identify the challenges in estate planning for owners of closely held businesses 
  • Distinguish the various forms of business entity 
  • Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
  • Describe the planning techniques available for the effective transfer of privately owned businesses from one generation to another

 


Questions? Please contact training@aba.com for more information.