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

Virtual Event / Speaking Engagements / October 17, 2022

Wealth Counsel Virtual Summit

Webinar / McDermott Event / September 21 – 22, 2022

2022 Trust & Estate Controversy Forum

New York / Practising Law Institute / September 12-13, 2022

53rd Annual Estate Planning Institute

Cambridge, UK / Thought Leaders 4 Private Client / August 24-26, 2022

TL4 & ConTrA Private Client Summer School: The Ultimate Insider’s Guide

Virtual Event / Speaking Engagements / July 20, 2022

Tax System Working Group Discussion Series: Diversity in the Tax Bar

New York, New York / Speaking Engagements / July 14, 2022

NYU Summer Tax Institute, Advanced Trusts & Estates Program

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