October 14, 2016 | 7:30 a.m. to 9:00 a.m.Woburn, Massachusetts
When the owner of a closely-held business is contemplating a sale, financial and legal advisors can add value by identifying and implementing strategies that can generate income and estate tax savings. In this session, we will describe specific strategies that are particularly valuable in today’s regulatory environment. These include grantor-retained annuity trusts, charitable remainder trusts, asset protection trusts, spousal lifetime access trusts, lifetime gifting and employee stock ownership plans. We will discuss how each of these vehicles can further a business owner’s personal, family, and charitable goals and their relative advantages and disadvantages.
Cost:This workshop is being offered as a free educational session.
Presenters:Steven M. Burke, Director, McLane Middleton
John D. Colucci, Director, McLane Middleton
Catherine H. Hines, Associate, McLane Middleton
October 27, 2016 7:30 AM - 9:00 AMEastern Time
McLane Middleton300 TradeCenterSuite 7600(for GPS purposes, use 100 Sylvan Rd.)Woburn, Massachusetts 01801USA
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