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Business Succession Planning — 3.25 Alaska General Credits

This 3.3-hour May 26, 2009 presentation by Louis A. Mezzullo, Esquire provides a useful and comprehensive explanation of all of the aspects regarding planning for business succession. Mr. Mezzullo, a partner in the Rancho Santa Fe, CA office of the Luce Forward law firm, gives you valuable suggestions, warnings and much more.

Major topics include:

Introduction

• definitions, need and purpose

• characteristics

• liquidity needs

• issues facing, and goals of, the business owner

Disposition of The Business

Providing Liquidity/Exit Strategies

• ESOP example

• sale to a grantor trust example

• use of a Grantor Retained Annuity Trust (GRAT)

• qualifying for installment payment of Federal estate taxes (IRC Sec. 6166)

• using life insurance for liquidity

Business Succession Planning Process

• evolution of the business

• steps to, and implementation of, a successful plan

Special Considerations

FORMS: For fully-editable downloadable forms in many categories, please go to www.NLFforms.com.

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $69.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 3.25 General Credits
AZ — 3.25 General Credits
CA — 3.25 General Credits
CO — 4 General Credits, Expires 12/31/12
FL — 4 General Credits, Course #40982, Expires 7/8/13
IL — 3.25 General Credits
IN — 3.3 General Credits, Expires 7/31/2012
KY — 3.25 General Credits, expires 6/30/12Business Succession Planning — 3.33 Louisiana General Credits/Estate Planning & Tax Law Specialization
LA — 3.33 General Credits/Estate Planning & Tax Law Specialization, Expires 8/31/2012
MO — 4 General Credits
MT — 3.25 General Credits
NJ — 4 General Credits
NM — 3.3 General Credits, taped 5/26/09
NY — 4 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
PA — 3 General Credits
TN — 3.33 General Credits, Expires 7/31/2012
TX — 3.25 General Credits, Expires 6/30/2012
VA — 3.5 General Credits, Expires 10/31/2012
WA — 3.25 General Credits — Activity ID #232772
WV — 4 General Credits
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