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Training Course Syllabus:

This seminar is designed for attorneys, accountants, CEOs, enrolled agents, business owners and managers, bankers, trust officers, insurance professionals, financial and estate planners.

This seminar is designed to provide participants with a thorough understanding of the management, financial and tax issues that must be considered when planning for an efficient and coordinated transition of a family owned business upon the death or retirement of the current business owners. The material and presentations will discuss concepts related to structure and valuation of the family owned business, and explore common business succession planning tools, including the use of family limited partnerships and limited liability companies. After attending this seminar participants will be able to properly and confidently advise their clients on how to protect their businesses as well as their families when the business is transferred.

Topics to be discussed include:

• Overview Of Estate Planning

• Choice Of Business Entity

• Basics Of Transfer Taxation

• Valuation

• Specific Transfer Techniques

• Ethical Issues

8:30 a.m. - 9:00 a.m.

I. Overview

A. Developing An Effective Estate/Succession Plan

B. Special Issues For The Family Business Owner

1. Family Dynamics

2. Continuity Of Management Issues

3. External Limitations On The Transfer Of A Business

9:00 a.m. - 9:55 a.m.

II. Basic Choice Of Entity Considerations

A. Sole Proprietorship

B. Partnership


D. S-Corporation

E. C-Corporation

9:55 a.m. - 10:05 a.m.


10:05 a.m. - 11:10 a.m.

III. Overview Of Federal And North Carolina Transfer Tax Law

A. Gift Tax

B. Estate Tax

C. Generation Skipping Transfer Tax

11:10 a.m. - 12:00 p.m.

IV. Valuation Of The Family Business

A. General Concepts

B. Valuation “Discounting”

C. Recent Developments

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 3:20 p.m.

V. Specific Planning Tools And Techniques To Consider

A. Voting Trusts

B. Dynasty Trusts

C. Asset Protection Trusts

D. Buy/Sell Agreements

E. Life Insurance

F. Outright Lifetime Gifts

G. Gifts To GRATs

H. Installment Sales To Defective Grantor Trusts

I. Private Annuities

J. Sales For SCINs

K. Redemptions

L. Charitable Planning Techniques

3:20 p.m. - 3:30 p.m.


3:30 p.m. - 4:00 p.m.

VI. Ethical Considerations

4:00 p.m. - 4:30 p.m.

VII. Practical Applications

A. Hypothetical Scenarios

B. Questions And Answers

Seminar Summary:

 (see full course description)

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