Business Owners and Estate Planning: - McDermott Will & Emery

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

Miami, FL / Speaking Engagements / February 16, 2023

The US Income Tax Implications of Itinerant Trustees and Beneficiaries

Bogota, Colombia / Speaking Engagements / September 6 – 8, 2023

STEP LatAm Conference 2023

Webinar / McDermott Webinar / February 27, 2024

Family Office Tax Webinar Series: Compensation Strategies

New York, NY / Speaking Engagements / March 14–15, 2024

19th Annual International Estate Planning Institute

Webinar / Speaking Engagements / December 14, 2023

Corporate Transparency Act: Overview of New Reporting Requirement

Virtual / Speaking Engagements / January 23–25, 2024

2024 FOX Private Trust Company Workshop

Get In Touch