Estate Planning for the Business Owner - Word on the Street
Thursday, October 17, 2019, 1:00 PM - 2:00 PM, ET
Presenter: Neel Shah, JD

It is said that an entrepreneur is one who chooses to work 15 hours a day for themselves so they don't have to work eight hours a day for someone else. However, of those 15 hours a day, typically less than one hour is devoted to something other than making money.

Business owners are accustomed to working with attorneys, but primarily in a reactive role (for litigation or transactional needs.)  Many of them know they ‘should’ be doing something to proactively plan their estates, but are often at a loss as to how to get started. Many fall into the trap of relying on attorneys or other professionals not educated on how to address their needs effectively. Estate planning attorneys not educated on the nuances of representing the business owner can fail to grasp the flexibility needed by the entrepreneur. It is also important to understand the mindset of the business owner with respect to their planning goals.

Join us as WealthCounsel member Neel Shah presents Planning for the Business Owner.  Topics to be covered include:

  • Marketing to business owners and understanding the mindset of the prospective entrepreneur client,
  • Identifying common goals of business owners, including succession planning, asset protection planning and legacy protection,
  • Common traps associated with planning, including tax traps, partnership issues, and
  • Trust and estate planning strategies used in practice to accomplish multiple goals at once, including revocable living trusts, intentionally defective grantor trusts, and incomplete non-grantor trusts.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 10/03/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

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We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0