Estate Planning Basics for the Closely-held Business Owner
September 17, 2020 (Thu) 12:30 PM US/Eastern
Please complete the registration form found on the right.
**** IF YOU HAVE ANY PROBLEMS REGISTERING USING THE ONLINE FORM, PLEASE CALL 610-565-1708 x107****
Join Edward L. Perkins as he covers Estate Planning Basics for the Closely-held Business Owner
Included in the program:
The Closely Held Business as an Asset of the Estate
The Dispositional Options
Transfers to Family Members as an Asset of the Estate
Transfers Outside the Family
Buy Sell Agreements
Contingency Planning
Techniques to Reduce Death Taxes
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Program Policies:
It is the policy of YourOnlineProfessor.net to satisfy participants and purchasers in a reasonable manner. Therefore, refunds to dissatisfied participants will be given in order to maintain good will. However, the reason for a participant's dissatisfaction and any resulting refund must be clearly indicated. Each refund request will be reviewed by a majority of the members of YourOnlineProfessor.net. A refund is always given if a course does not qualify for CLE credit in the state in which the purchaser seeks to apply it for credit.
For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 610.565.1708 ext. 107.
–
Program attendees can earn 1 hour of CLE in the states of Pennsylvania, Delaware, New Jersey, and New York (subject to New York's approved jurisdiction policy).
–
Additional Information
Prerequisites:
There are no prerequisites for this program.
Who should attend?
–
Advanced Preparation:
No advanced preparation is required.
Program Level:
Basic.
Delivery Method:
Distance Learning - Live Webcast (CLE)
**** IF YOU HAVE ANY PROBLEMS REGISTERING USING THE ONLINE FORM, PLEASE CALL 610-565-1708 x107****
Join Edward L. Perkins as he covers Estate Planning Basics for the Closely-held Business Owner
Included in the program:
The Closely Held Business as an Asset of the Estate
The Dispositional Options
Transfers to Family Members as an Asset of the Estate
Transfers Outside the Family
Buy Sell Agreements
Contingency Planning
Techniques to Reduce Death Taxes
–
Program Policies:
It is the policy of YourOnlineProfessor.net to satisfy participants and purchasers in a reasonable manner. Therefore, refunds to dissatisfied participants will be given in order to maintain good will. However, the reason for a participant's dissatisfaction and any resulting refund must be clearly indicated. Each refund request will be reviewed by a majority of the members of YourOnlineProfessor.net. A refund is always given if a course does not qualify for CLE credit in the state in which the purchaser seeks to apply it for credit.
For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 610.565.1708 ext. 107.
–
Program attendees can earn 1 hour of CLE in the states of Pennsylvania, Delaware, New Jersey, and New York (subject to New York's approved jurisdiction policy).
–
Additional Information
Prerequisites:
There are no prerequisites for this program.
Who should attend?
- Accountants
- Attorneys
- Small Business Owners
–
Advanced Preparation:
No advanced preparation is required.
Program Level:
Basic.
Delivery Method:
Distance Learning - Live Webcast (CLE)
This is a past event and is no longer available for registration.