LA Estate Planning Committee: A Business Attorney's View of Issues that Estate Planners Should Spot (G2101110)  

• Learn about legal and tax issues business attorneys handle for their clients that affect the client's estate plan
• Gain knowledge of the areas in which the objectives of the business attorney and estate planner interact
• Understand the pitfalls of failing to harmonize the efforts of the business attorney and estate planner

• Choice of entity and buy-sell agreement issues that estate planners should know.
• Anticipating intra- and inter-family conflicts after a founder of the business ceases to be involved.
• Why a cross-purchase of stock is better than an entity purchase -- especially for a family-owned business.
• Pre-mortem entity housekeeping tasks that can make a huge difference post-mortem.
• The tax planning opportunity presented by the death of an S corporation's sole shareholder -- or the spouse.
• Practical problems created by funding a foundation from the estate.

Please Note: The California Society of CPAs often takes photos, videos and captures audio recordings at its events for the purpose of publication, promotion, illustration or advertising, in any manner or in any medium. If you do not wish for your likeness to be captured as described, please inform your chapter program associate in writing.

AAA-CPA is not taking registrations for this event. Please go to the CalCPA website to register.