Window of Opportunity for the Business Owner: Efficient Wealth Transfer and Effective Family Communication

Overview

There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today. Listen in to this program as our speakers explore wealth transfer strategies that work best for family business owners to transfer wealth to the next generation and beyond. Learn about some planning techniques that can be applied to leverage the opportunity to transfer wealth and the business including Dynasty Trusts, GRATs, and sale to a Grantor Trust. 

In addition to the more technical techniques, the program will also focus on family communication, to promote family trust and values and to prepare heirs. Join us to see how to make tax-efficient transfers and how to develop an effective decision-making process for families, so that the estate plan also accommodates the family’s needs and goals.

After viewing this webinar you will be able to:

  • Identify wealth transfer techniques that should be considered now by business owning families 
  • Describe a variety of ways to incorporate family governance concepts into the planning documents

Date Published: Wednesday, October 5, 2011

Speaker

Carol Kroch and Donna Barwick – Wilmington Trust

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.