Trust and Estate Planning for Family Businesses, Part 1 and Part 2 -Audio Webcast

February 2018
Trust and Estate Planning for Family Businesses, Part 1 and Part 2
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts  
Program Description:
Most successful businesses are owned by one or more families.  Because they are family owned, these companies create many special planning challenges.  Ownership and control do not shift among non-owner managers or anonymous shareholders. Rather, succession in control or management is a momentous and often highly emotional process for members of the family.  Frequently, these transitions are caused by the withdrawal or death of members of the senior family generation.  And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging to the family and its company.  This program will provide you a real-world framework of trust and estate planning and succession planning for family businesses.  
Day 1 – February 13, 2018:
- Avoiding family succession drama – communication, income issues, and phased shifts in control
- Valuation issues for financial and tax purposes
- Buy-sell planning with family members or key employees
- The neglected alternative of selling to third parties where succession is not possible
- Planning for the incapacity of the founding generation
- Role of outside managers to overcome family drama related to control
Day 2 – February 14, 2018:
- Framework of trust and estate planning tools and techniques for family businesses
- Life insurance trust planning – or as a compensating asset to certain heirs
- Structuring private annuities to transfer a business and provide income to founders
- Self-cancelling installments notes and intentionally defective irrevocable trusts
- Use of GRATS and “redemptive freezes”
- Obtaining tax-free (or tax-saving) treatment on the sale of a family business
- Post-mortem planning for family businesses and its limitations
Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.
Course materials are provided in PDF format to all audio webcast participants.
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here:
- Adobe Flash Player v. 11.X or higher (Free download here:
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.

Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Location Information
Webcasts - live from your computer

Denver, CO
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Registration Fees
Non Member $109.00
CBA Member $79.00
CLE ELITE Pass Holders $0.00
  • General Credits: 2.00
  • Ethics Credits:
Start Date - End Date
February 13, 2018 - February 14, 2018
Start Time - End Time
11:00 AM - 12:00 PM
Event Location
Webcasts - live from your computer
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Sponsor Information

Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts