Business Owners and Estate Planning:

Overview


Elizabeth R Glasgow presented a high level overview of issues to be addressed to reduce the impact of income, capital gains and estate taxes when selling a business, focusing particularly on what kind of trust structures are available for this purpose. The presentation also reviewed the fiduciary responsibilities of a trustee of a trust utilized as part of a business owner’s sale strategy and reviews considerations in selecting a trustee, including comparing a corporate fiduciary vs. a private fiduciary.

Dig Deeper

Jersey / Speaking Engagements / March 11, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / March 9, 2021

Mourant Guernsey Trusts Forum

Webinar / Speaking Engagements / November 19, 2020

Recent Developments in US and China Cross-Border Matters

Webinar / McDermott Event / November 18, 2020

International Tax Transparency Update

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