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Business Succession with Intentionally Defective Trusts—Super-Charging M&A




 Business Succession with Intentionally Defective Trusts—Super-Charging M&A
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Business Management & Organization ; Taxes
Item Number: 16PMANOLA1026B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

Everyone knows that business succession planning is important, yet not enough business owners engage in appropriate planning. Effective M&A transcends the deal itself, especially when considering the economic ramifications on the selling business owner’s family. Advanced trust structures offer a means to engage in tax efficient, structured M&A that will benefit the family for generations to come and offer them highly effective asset protection means that they could not establish for themselves.

Learning Objectives:

After completing this webinar, attendees will be able to:

- Recognize that M&A is more than just a sales agreement
- Identify when in the process to engage an advanced estate planning attorney
- Recognize the benefits of advanced trust structures
- Recognize the transfer tax benefits of advanced succession planning
- Differentiate between gifting and selling assets in trust
- Assess the benefits of asset protection for family members
- Utilize advanced trust structures to super-charge an M&A deal

Who Should Attend

Financial professionals

Presenter(s)

Eido Walny, JD, AEP, EPLS, TEP
Mr. Eido Walny is a graduate of the University of Chicago and Boston University School of Law. He is a frequent writer and speaker on topical estate planning issues, and has appeared in national print media, radio, and television. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. He was named a 2013 “Leader in the Law” by the Wisconsin Law Journal, and a 2012 “Forty Under 40” honoree by the Wisconsin Business Journal. Mr. Walny has been a Fellow of the Wisconsin Law Foundation since 2013.