Tuesday, September 22, 2026

Assisting clients with their business interests presents unique challenges and valuable opportunities for attorneys and advisors. Whether your clients want to use a business entity for estate planning purposes, ensure the continuity of their business operations after their death, or ensure that their chosen heirs get the most value from their business, it is critically important to have a fundamental understanding of business structures and succession planning options. The Business Law for Estate Planning Professionals precursor will leave attendees with a clear understanding of the intersection between business interests and estate planning. Topics covered will include business formation essentials and choice of entity; methods and mechanisms of business succession planning; implementation and logistics of business succession; and the transfer of business interests to trusts. This precursor is suitable for practitioners of all experience levels. 

Agenda

There is always more to know and learn as an estate planning professional! Featuring a potpourri of sessions covering sophisticated strategies, the Advanced Topics in Estate Planning precursor is aimed at practitioners who already have a solid understanding of foundational estate planning and are eager to take their practices to the next level. Topics covered will include sales to intentionally defective grantor trusts (IDGTs), which can be effective for business succession planning and state and federal tax mitigation; land trusts, which you can now draft in the Advanced Planning Module of Wealth Docx®; trusts with noncharitable retained interests, including grantor retained trusts (GRTs), qualified personal residence trusts (QPRTs), and spousal lifetime access trusts (SLATs); and income tax planning for trust beneficiaries. This precursor is intended for more experienced practitioners.   

Agenda