The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax.
To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including:
* Understanding Estate Tax and Its Impact
* Irrevocable Trusts in Succession Planning
* Additional Methods for Reducing Estate Tax Liability
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Categories: CCFB Roundtable, Succession Planning