Name
Pre-Transaction Planning for Business Owners
Date & Time
Thursday, January 28, 2021, 2:00 PM - 3:00 PM
Speakers
Benetta Y. Park, JD - J.P. Morgan Private Bank
Benetta Y. Park, JD
Description

First, we’ll do an overview of “what every estate planner should know about corporate and tax laws in the context of business transactions.”  Then we’ll address various aspects of a business and its corporate transactions and the potential impact on estate planning vehicles a client may have in place and vice versa.  We’ll finish with learning the following select topics where business transactions and estate planning intersect:  a survey of the various corporate agreements and estate planning documents that should be reviewed in contemplation of a business transaction (e.g., sale to strategic third-party, sale to a private equity firm, IPOs, ESOPs), pre- and post-transaction planning, planning for entrepreneurs, and other related issues.

Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit