Advising the Family-Owned Business
Overview
Assistant Editor and Contributing Author: Sandra Jackson
Contributing Authors: Risa Awerbuck, Jeffrey I. Cohen, Violet French, Sammy Redlick
This looseleaf service is designed to assist the professional advising the family-owned business in legal matters. It explores the main stages in the life of the business from its start-up to its operation and any alterations in its structure and/or participants.
Inside find a spectrum of legal information for the family-owned business including valuable legal insight and expertise on:
- Use of trusts in a family-owned business
- Tax issues to consider in forming a new trust
- Putting different children in different roles
- Estate freezes
- Incapacity planning
- Use of personal or family holding companies
- Intergenerational gifts or bequests
- Different types of insurance and their purposes
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