Trusts, Estates & Probate

4.33

Estate Planning and Business Succession Basics

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 27 minutes
Steven Horowitz
With Steven A. Horowitz from Horowitz & Rubenstein, LLC
Recorded September 13, 2024
Product ID 99054

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$229

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Overview

Explore Key Ways to Preserve Wealth and Ensure Seamless Transition of Ownership

Looking for a quick introduction or refresher on estate planning and business succession? Our experienced attorney faculty lead a fast-paced overview of key planning priorities, tools, and processes involved in helping clients plan their legacies. Ensure smooth transitions - register today!

  • Get an overview of wills and trusts and get guidance for structuring them to achieve specific goals.
  • Explore various asset protection techniques to safeguard your clients' wealth.
  • Plan for the tax implications of estate planning, asset transfers, and business exit.
  • Weigh critical factors determining the way the client chooses to exit the business, and its impact on the continuity and value of the business.
  • Explore critical elements of different buy-sell provisions.
  • Understand key exit planning methods, including third-party sales, buyouts, and intrafamily succession.

Abbreviated Agenda

  1. Business Succession Goals in the Overarching Estate Plan
  2. Wills and Trusts Essentials
  3. Asset Protection Basics
  4. Buy-Sell Agreements and Valuation Methods
  5. Exit Planning Strategies: Third-Party Sales, Buyouts, Intrafamily Succession
  6. Retirement and Disability Planning Considerations
  7. Essential Tax Considerations

Related Topics

Product ID 99054

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Planning and Business Succession Basics

    1. Business Succession Goals in the Overarching Estate Plan
    2. Wills and Trusts Essentials
    3. Asset Protection Basics
    4. Buy-Sell Agreements and Valuation Methods
    5. Exit Planning Strategies: Third-Party Sales, Buyouts, Intrafamily Succession
    6. Retirement and Disability Planning Considerations
    7. Essential Tax Considerations

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, business owners, and paralegals will also benefit.

Speakers

Steven A Horowitz
Steven A.
Horowitz
Horowitz & Rubenstein, LLC
Speaker bio
Steven A Horowitz

Steven A. Horowitz

Horowitz & Rubenstein, LLC
Steven Horowitz

is a founding partner at Horowitz & Rubenstein, LLC, a law firm specializing in taxation. He is a person who embraces change and always finds a way when others say it is not possible. Mr. Horowitz is a man who has been instrumental in arguing several issues that have become law. He is very philanthropic and enjoys helping and educating others. This is why Mr. Horowitz served as a special professor of estate planning, estate and gift tax, and partnership tax law at the Maurice A. Deane School of Law at Hofstra University for eight years in a row. As a professional speaker, he is able to share ideas with larger audiences. Mr. Horowitz is also a multi-award winner, a nationally published author (with nearly 100 nationally published articles), and has volunteered on many not-for-profit boards. He earned his bachelor's degree from Hofstra University, his J.D. degree from Maurice A. Deane School of Law at Hofstra University and his M.B.A. degree from Frank G. Zarb School of Business at Hofstra University.

View full profile

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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