Trusts, Estates & Probate

4.39

Estate Planning for (and With) Business Interests

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Jehan Crump-Gibson
Michele Hallman
Jack Osborn
Joshua Caswell
Nicholas Bjorklund
With Jehan Crump-Gibson from Great Lakes Legal Group PLLC + 4 others
Recorded August 26, 2025
Product ID 100664

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Overview

Where Business Legacy Meets Family Future

Estate planning for business owners and using business structures to transfer wealth requires knowledge and skills beyond basic wills and trusts. Unique assets, added tax considerations, and family dynamics make this area of law one of the more complex. We'll study the specific nature of various business structures, how they can be affected during the succession process, and how you can plan to ensure that your clients live out their golden years without concern about their legacies. Ensure that one's estate and its assets (including business interests) get passed on to the intended beneficiaries efficiently. Find the right solution for your client be it direct transfer or business, sale, or intrafamily succession. Help business owners plan for disability and long-term care. Register today!

  • Weigh the benefits and costs of business structures from an estate planning perspective.
  • Tailor estate plans to clients' specific wishes and conditions.
  • Navigate family dynamics and business partner relationships during succession.
  • Balance the interests of the beneficiaries who do and do not participate in the family business.
  • Prepare for client disability and possible long-term care following business succession.
  • Leverage the power of trusts in estate planning and business succession.

Abbreviated Agenda

  1. Family Dynamics and Family Businesses, Intrafamily Transfers
  2. The Role of Insurance in Business and Estate Planning
  3. Sale of Business (All or Part, Before and After Death)
  4. Taxation and Valuation of Business Interests
  5. Crafting Overall Estate Plan Strategy: Unique Needs, Clear Goals, and Client Compliance
  6. Business Structures From an Estate Planning Perspective
  7. Planning for Disability and Long-Term Care
  8. Effective Use of Trusts
  9. Planning for the Next Generation
  10. Legal Ethics of Estate Planning

Related Topics

Product ID 100664

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Family Dynamics and Family Businesses, Intrafamily Transfers

  2. The Role of Insurance in Business and Estate Planning

  3. Sale of Business (All or Part, Before and After Death)

  4. Taxation and Valuation of Business Interests

  5. Crafting Overall Estate Plan Strategy: Unique Needs, Clear Goals, and Client Compliance

  6. Business Structures From an Estate Planning Perspective

  7. Planning for Disability and Long-Term Care

  8. Effective Use of Trusts

  9. Planning for the Next Generation

  10. Legal Ethics of Estate Planning

    1. Who Is the Client?
    2. Guarding Confidentiality
    3. Doing Business With Clients
    4. Technical Competency Duty and Data Security
    5. Attorneys Acting as Fiduciaries

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, fiduciaries, estate planners, business owners, and paralegals may also benefit.

Speakers

Jehan Crump-Gibson
Jehan
Crump-Gibson
Great Lakes Legal Group PLLC
Michele Hallman
Michele
Hallman
Taxology LLC
Jack B Osborn
Jack B.
Osborn
Brown, White & Osborn, LLP
Joshua R Caswell
Joshua R.
Caswell
Nixon Peabody LLP
Nicholas S Bjorklund
Nicholas S.
Bjorklund
Birch Grove Legal PLLC
Speaker bio
Jehan Crump-Gibson

Jehan Crump-Gibson

Great Lakes Legal Group PLLC
Jehan Crump-Gibson

is the founder and managing partner with the Great Lakes Legal Group PLLC in Southfield, Michigan. She practices in the areas of business, contracts and commercial transactions, real estate matters, probate and estate planning, and government affairs and consulting. After earning dual bachelor degrees in political science and English from Michigan State University, Ms. Crump-Gibson earned her J.D. degree from Wayne State University Law School. She served as president for the Wolverine Bar Association (WBA) and Wolverine Bar Foundation (WBF) during the 2016-17 bar year. Ms. Crump-Gibson currently serves as a member of the Institute of Continuing Legal Education Probate and Estate Planning Advisory Board, member of the State Bar of Michigan Diversity and Inclusion Advisory Committee, and hearing panelist for the Michigan Attorney Discipline Board.

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Speaker bio
Michele Hallman

Michele Hallman

Taxology LLC
Michele Hallman

, principal at Taxology LLC, brings a wealth of experience and a rich tapestry of expertise in tax law and financial advisory. Graduating with honors from Tulane University Law School and barred in both Louisiana and the District of Columbia, she is not just a legal expert, but a strategic advisor for individuals and businesses navigating the complex world of tax and trust planning. Ms. Hallman is experienced in handling both civil tax audits and criminal tax matters, including tax evasion and tax return preparer fraud. Her client portfolio is diverse, representing individuals, businesses, business owners, tax return preparers, and trust beneficiaries in all tax controversy matters. Ms. Hallman's approach to these sensitive and intricate issues is both strategic and empathetic, ensuring the best possible outcomes for her clients. She has made significant contributions as a litigator and labor negotiator for the District of Columbia Government. Ms. Hallman's tenure as a trust attorney for Fortune 50 financial services companies, including Citicorp, Wells Fargo, and US Trust, has further cemented her reputation as a formidable expert in trust and estate planning, tax strategies, and financial advisory. She is admitted to practice law before the Internal Revenue Service and the U.S. Tax Court.

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Speaker bio
Jack B Osborn

Jack B. Osborn

Brown, White & Osborn, LLP
Jack Osborn

is a partner with Brown, White & Osborn, LLP, where he focuses in the areas of estate planning, and trust and probate law and is certified with the State Bar of California Board of Legal Specialization. Mr. Osborn is a member of the American Bar Association; State Bar of California Conference of Bar Associations; San Bernardino County, Riverside County, Western San Bernardino County and Los Angeles County bar associations; Probate Attorneys of San Diego; and a Joseph B. Campbell American Inn of Court board member. He earned his B.A. degree from Lewis and Clark College, his A.B.D. degree from The Claremont Graduate School and his J.D. degree from Southwestern University School of Law.

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Speaker bio
Joshua R Caswell

Joshua R. Caswell

Nixon Peabody LLP
Joshua Caswell

is an attorney with Nixon Peabody LLP, where he focuses his practice on all aspects of estate and tax planning, as well as probate and trust administration. He is licensed to practice law in the Commonwealth of Massachusetts and the state of Rhode Island. Mr. Caswell is co-chair of the New Developments Committee of the Boston Bar Association Trusts and Estates Section; active member of the Rhode Island Bar Association's Committee on Probate and Trust Law; and the section of Real Property, Trust and Estate Law of the American Bar Association. He is a graduate of the University of Massachusetts Amherst, cum laude, and earned his law degree, cum laude, from Suffolk University Law School.

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Speaker bio
Nicholas S Bjorklund

Nicholas S. Bjorklund

Birch Grove Legal PLLC
Nicholas Bjorklund

is an attorney with Birch Grove Legal PLLC, where he practices in the areas of business planning, estate planning, probate and trust administration, situs planning, and tax. He is admitted to practice in Colorado and Wyoming, and before the U.S. Tax Court. Mr. Bjorklund is a member of the Wyoming State Bar and Colorado Bar Association (Tax and Trust sections). He earned his B.B.A. degree, summa cum laude, from Colorado Mesa University and his J.D. degree, with honors, from the University of Wyoming College of Law.

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