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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

  • work Practice Area

    Estate Planning

Date & Time
  • event Date

    Tuesday, December 14, 2021

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$297.00
CLE
ALL

This CLE webinar will provide trusts and estates counsel an in-depth analysis of pre-transaction planning strategies and pitfalls to avoid for estate planners. The panel will discuss key estate planning considerations before a liquidity event, business exit and transition, wealth planning structures, and federal and state tax issues. The panel will also discuss when changing or maintaining domicile is appropriate, utilizing nonresident trusts and domestic asset protection trusts, choice of entity considerations, and more.

Faculty

Christopher P. Siegle
Wealth Advisor
J.P. Morgan Private Bank, LLP

Mr. Siegle, Managing Director, joined JPMorgan in 2010 after practicing trust and estates law in Arizona for over 13 years. He is a member in the State Bar of Arizona and a Fellow in ACTEC. Mr. Siegle teaches at Villanova School of Law and Loyola Law School. He speaks and writes nationally on advanced estate, gift, GST and income tax topics. Mr. Siegle is a retired Captain in the US Navy.

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Carlos Batlle
Managing Director
J.P. Morgan Private Bank, LLP

Mr. Batlle is responsible for drawing upon the vast, global resources of J.P. Morgan to provide wealthy individuals and families in Florida innovative wealth planning and transfer strategies with an integrated view of combining credit, investing and tax tools. To ensure proper coordination of our clients’ personal and professional needs, he works directly with their attorneys, accountants and other outside advisors to create a holistic, integrated plan. Mr. Batlle also partners with other specialists at J.P. Morgan to provide comprehensive wealth management capabilities that help clients meet all of their financial goals.

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Description

Business owners have numerous tax and wealth planning issues to consider before and immediately after a buy-out transaction or transitioning a business to the next generation. Estate planners must become knowledgeable of applicable rules and regulations and implement strategies to address these issues for business owners.

In the past year, private equity buyers have been the driving force in the increase in mergers and acquisitions. Business owners considering the sale of their interests must consider the impact of such a sale on their current estate plans and ensure appropriate steps to transfer wealth, charitable giving, and minimize taxes. In addition, counsel must consider special legal and tax issues for transitioning a business to the next generation for those rolling over the business ownership to children or other family members.

Estate planners must know federal and state tax rules impacting pre-transaction planning and planning techniques available to minimize liability, such as domicile planning, choice of entity, utilizing trusts, and other vital items.

Listen as our panel discusses critical estate planning considerations before a business exit and transition, wealth planning structures, and federal and state tax issues. The panel will also discuss domicile planning strategies, utilizing trusts, and choice of entity considerations.

Outline

  1. Estate planning issues for transactions and liquidity events
  2. Gift and estate tax planning before a transaction
  3. Income tax planning, structures, and timing
  4. Post-transaction issues and opportunities
  5. Best practices for estate planners

Benefits

The panel will discuss these and other key issues:

  • What are the critical considerations for business owners when transferring their wealth?
  • What is the impact of business transactions and transitions on estate planning?
  • What options are available to transfer wealth in advance of transactions or liquidity events?
  • What methods are available to mitigate income and estate tax liability?
  • When should changing domicile be considered in the context of pre-transaction planning?
  • How can nonresident trusts and domestic asset protection trusts be used?
  • What is the primary choice of entity considerations for pre-transaction planning?
  • What are options for planning following the conclusion of the transaction?