Estate Planning Solutions for the Business Owner


Examines planning for successors, and valuing stock of closely held businesses, and guidelines for application. Describes actions to freeze estate value, and deferral of estate tax. Describes lifetime gifts, outlines the benefits and pitfalls of buy-sell agreements. Explores the ESOP transaction, tax implications, and benefits, and administering S corporation interests.

 
Updated: Mar. 2017
Re-versioned: June 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Describe the estate planning challenges for owners of closely held businesses
  • Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
  • Explain corporate recapitalization and the utilization of freezing and deferral techniques
  • Describe the planning methods available for the effective transfer of privately owned businesses

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

 

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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