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

Webinar / McDermott Event / October 21, 2021

2021 Family Office Tax Roundtable

Jersey / Speaking Engagements / October 14, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / October 12, 2021

Mourant Guernsey Trusts Forum

Conference / Speaking Engagements / October 11, 2021

Thought Leaders 4 Private Client: Jersey

Webinar / McDermott Event / September 23, 2021

2021 Trust & Estate Controversy Forum

Laramie, Wyoming / Speaking Engagements / September 23, 2021

Wyoming Blockchain Stampede

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