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.

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Munich, Germany / McDermott Event / November 28, 2019

McDermott Private Client Forum

New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York

Chicago, Illinois / Speaking Engagements / November 14, 2019

Planning for the Modern Family Office – What, When, Why, How

Washington, DC / Speaking Engagements / November 14-15 2019

International Trust and Estate Planning 2019

Los Angeles, California / Speaking Engagements / October 10, 2019

Business Owners and Estate Planning:

Chicago, Illinois / Speaking Engagements / October 9, 2019

Family Offices – How Do They Fit into the Institution?

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