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EST2102 - EST2102. Real World Estate Planning for Owners of Closely Held Businesses

Jul 26, 2021 11:15am ‐ Jul 26, 2021 12:05pm

Standard: $49.00


This session will cover case studies, descriptions and explanations of effective and practical estate planning techniques to not only save estate taxes, but also to protect clients and their heirs from future estate taxes, divorce and creditors at the same time. 

This session will also show you how to structure basic estate documents, uses of GRATs, sales to grantor trusts, preferred partnership freezes and the like. 

Learning Objectives:
  • Understand the balance between estate tax and income tax and how to potentially minimize both for clients.
  • Assist clients in succession planning for the business and providing for the financial well being of the family members at the same time


  • Gary A. Zwick, J.D., LL.M., CPA (inactive), AEP®, Attorney, Walter | Haverfield LLP

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Joseph Winkler
10/26/21 4:53 pm

I thought Gary Zwick gave an excellent presentation. Unfortunately, I inadvertently gave him mostly 3's in my evaluation because I thought I was evaluated a different speaker. Sorry :(