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Who should attend The Family Business Owner In Maine: Planning Your Estate And Succession
This one-day seminar is designed for attorneys, CEOs, accountants, enrolled agents, business owners and managers, bankers, trust officers, insurance professionals, financial and estate planners, and CFOs.
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The Family Business Owner In Maine: Planning Your Estate And Succession  

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

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This one-day seminar is designed to enhance attendees' working knowledge of family-owned business, as well as estate and succession planning techniques to ensure a smooth transition to the future. (see full course description)

 
 

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Training Course Syllabus:


This one-day seminar is designed to enhance attendees' working knowledge of family-owned business, as well as estate and succession planning techniques to ensure a smooth transition to the future.

Seminar highlights:

  • Special issues for business owners
  • Estate and gift taxes - how to use the basics to save big money
  • Succession planning - how?
  • Valuation techniques can help - how?
  • Case study analysis

8:30 a.m. - 9:15 a.m.

I. Overview

A. What Is An Estate/Succession Plan?

B. Case Study Discussion – Facts

C. Special Issues For Family Business Owners

1. Family And Sibling Issues

2. Retaining Key Management

3. Selling vs. Continued Operation

4. Employment vs. Ownership

5. 'Control' Issues

9:15 a.m. - 10:20 a.m.

II. Estate And Gift Planning Techniques

A. Estate And Gift Tax Basics

B. Planning Tools

C. Special Techniques

10:20 a.m. - 10:30 a.m.

Break

10:30 a.m. - 12:00 p.m.

III. Succession Planning: A Goal Of A Family-Run Operation

A. The Four Elements Of The Family Business Plan

1. Strategic Plan

2. Succession Plan

3. Estate Plan

4. Family Plan

B. Process Of Succession

1. Communication

2. Roles

3. Preparation

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

Lunch (On Your Own)

1:00 p.m. - 2:00 p.m.

IV. Planning For Business Transfers

A. Buy/Sell Agreements

B. Retirement

C. Death

D. Sale

2:00 p.m. - 3:00 p.m.

V. Valuation Consideration

A. General Principles

B. Valuation Adjustments

C. Buyer's Valuation Approaches

3:00 p.m. - 3:10 p.m.

Break

3:10 p.m. - 3:30 p.m.

VI. The Banker's Role In Estate Planning

A. Why Bankers Care About Proper Estate Planning

B. Why Bankers Are Important To The Process

3:30 p.m. - 4:15 p.m.

VII. Case Study

Seminar Summary:

This one-day seminar is designed to enhance attendees' working knowledge of family-owned business, as well as estate and succession planning techniques to ensure a smooth transition to the future. (see full course description)

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