Advanced Business Succession Planning
May 2006
Business Succession Planning: Advanced Topics for Business, Trust & Estate & Tax Law Practitioners
Gain the techniques, practice tips and drafting pointers needed for planning business succession transactions and transitions. Lunch is included.
Program Agenda:
8:30
Registration
9:00
Using GRATs (Grantor Retained Annuity Trusts), Sales to “Defective” Grantor Trusts – Presented by Barbara Dalvano
9:50- 10:05
Break
10:05 – 10:55
Tax-wise spin-offs of Business Activities and How Else to Extricate Assets from Corporations ⁄Partnerships - Presented by Allen Sparkman
10:55 –11:45
Selecting the Appropriate Charitable Vehicles for Minimizing the Tax Overhead Involved with Succession to the Business - Presented by Michelle M. Rose-Hughes
11:45 – 12:00
Break and Distribution of Lunch
12:00 – 1:00
Lunch Hour Panel Presentation:
Prospects for Reform and Repeal of Wealth Transfer Taxes - Presented by the Faculty
1:00- 1:15
Break
1:15 – 2:05
Care and Feeding of Family Limited Partnerships and LLCs
- creation and funding
- operations: business-like enterprise or piggy bank
- audit and litigation, weathering the storm
- exit straggles, drops and swaps
Presented by James R. Walker
2:05 – 2:55
Bringing the Family into the Process – Lawyer as Facilitator, Evaluator and Advocate
-client and family-centered planning
-problem solving through facilitation
-dispute resolution using interest-based negotiation, mediation and arbitration
- ethical considerations
Presented by John DeBruyn
2:55 – 3:00
Concluding Remarks by Co-Chairs John DeBruyn and Allen Sparkman
Video Replay - May 31, 2006
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| $259.00 | |
| CBA | $219.00 |
| CORP | $209.00 |
| TRUST | $209.00 |
| TAX | $209.00 |
- General Credits: 6.00
- Ethics Credits: 0.30
- EDI Credits:
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