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Closely-Held Business Succession Planning

‐ Jul 26, 2010 4:00pm

Credits: None available.

This session follows a case study approach by examining critical elements of the business succession plan, including: - Ownership and management succession issues and planning - Current and deferred compensation issues - Uses of life insurance, buy/sell agreements and entities in the planning process - Treating family members equitably when they’re not all involved in the business - Roles of life insurance in business succession planning - The preliminary planning considerations (that are often overlooked) - Approaches for paying large premiums



Credits: None available.

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