Southeast Regional Center for Financial Training, Inc.       

AIB Estate Planning for the Business Owner (AIB-8412)

Home

This course examines the issues associated with the transfer of various types of business entities including valuation and tax considerations.

Delivery Options

Self-Paced Online 

Audience

Trust Officers who have already achieved a basic expertise with estate planning generally and who seek to expand their knowledge of estate planning for business owners. Participants undertaking this course should have a firm understanding of the transfer tax system and basic estate planning for the marital deduction.

Learning Objectives

At the conclusion of the program participants will be able to:

• Identify the challenges in estate planning for owners of closely held businesses
• Identify methods used in valuing closely held businesses, determining discounts, and structuring restrictive agreements
• Describe the planning techniques available for the effective transfer of privately owned businesses from one generation to another
• Explain the advantages and disadvantages of various forms of business entity
• Describe the techniques used in succession and estate planning to transfer ownership interest and control of privately owned businesses
• Identify issues related to reducing valuation, freezing value, entity selection, and succession in estate planning for owners of closely held businesses.

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834