Construction Without Conflict®: Estate Planning Opportunities for Construction Co. Owners & Mgrs.
05/22/2008 - 05/22/2008
The current environment of low interest rates creates an opportunity for clients to shift substantial amounts of income, growth, and appreciation at little or no gift tax cost. This is especially true for owners of privately held companies. Certain transfer techniques are particularly favored in this environment.
8:00 a.m. Registration and Continental Breakfast
8:30 a.m. Program
- Business Succession Planning: The importance of planning ahead, of contingency planning for succession in the event that the firm will not continue under family control, and of designing a plan to balance wealth transfer goals with practical business and governance considerations.
- Practical Estate Planning: Using safe and well-tested techniques to reduce future estate taxes, and to protect assets from creditors by shifting most of the value out of the taxable estate, without necessarily giving up control.
- Estate Planning Opportunities Presented by Low Interest Rates: Case study illustrating how current low interest rates yield higher estate planning returns.
10:00 a.m. Adjourn
Vedder Price Conference Center
26th Floor
222 North LaSalle Street
Chicago, Illinois 60601-1003
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