DESCRIPTION
Trust and Estate Planning for Family Businesses, Part 1
Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.
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Design estate plans that facilitate smooth business succession while minimizing tax consequences
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Address valuation challenges and discount strategies for closely-held family business interests
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Navigate family dynamics affecting both business operations and estate planning objectives
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Structure voting trusts and other mechanisms that preserve family control across generations
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.