Trust and Estate Planning for Family Businesses, Part 1 (Telephone)
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Most successful businesses are owned by one or more families. Because they are family owned, these companies create many special planning challenges. Ownership and control do not shift among non-owner managers or anonymous shareholders. Rather, succession in control or management is a momentous and often highly emotional process for members of the family.

2/13/2018
When: Tuesday, February 13, 2018
12:00 PM - 1:00 PM CT

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MCLE Accreditation
Nebraska Activity #153261, 1.0 hours CLE (Distance Learning)

Most successful businesses are owned by one or more families.  Because they are family owned, these companies create many special planning challenges.  Ownership and control do not shift among non-owner managers or anonymous shareholders. Rather, succession in control or management is a momentous and often highly emotional process for members of the family.  Frequently, these transitions are caused by the withdrawal or death of members of the senior family generation.  And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging to the family and its company.  This program will provide you a real-world framework of trust and estate planning and succession planning for family businesses.

  • Avoiding family succession drama – communication, income issues, and phased shifts in control
  • Valuation issues for financial and tax purposes
  • Buy-sell planning with family members or key employees
  • The neglected alternative of selling to third parties where succession is not possible
  •  Planning for the incapacity of the founding generation
  •  Role of outside managers to overcome family drama related to control

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.


To Register:Cost $89.00

https://ne.webcredenza.com

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:
Amy Prenda, Nebraska State Bar Association
(402) 475-7091 ext # 131; aprenda@nebar.com