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Most often, the business represents the vast majority of the business owner’s total wealth, and owners spend a disproportionate amount of time developing their business plans and neglect their personal estate planning. However, it is important to integrate both the business and personal planning in order to achieve a truly effective, comprehensive result for the family.
- Learn the “best practices” language to include in the business owner’s estate planning documents.
- Discuss options to equalize distributions for the beneficiaries when the business is given to only a few family members.
- Tax planning tips and tricks for the family succession plan
- Creating family governance structures to keep peace and resolve family conflicts
S. Craig Stone II, JD, CFP®, Stone Law Offices, Ltd
Mr. Stone has been practicing since 1993 and represents affluent clients and families, both locally and nationally, in the areas of wealth preservation strategies, estate planning, federal income and estate tax law, business and commercial law, business organizations (including nonprofits), exit / succession planning, and asset protection planning (domestic and international). He is a frequent presenter and lecturer to various organizations, continuing education events, and private client events on these and other current topics. Mr. Stone is the principal of Stone Law Offices, Ltd., a wealth design, and management law firm (www.nvestateplan.com).
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