Family Succession and Estate Planning for Contractors

Family succession: Estate planning and equalization

COURSE OUTLINE

• Understanding succession options when transferring a business to children
• Balancing fairness vs. equality among heirs involved and not involved in the business
• Coordinating business succession with wills, trusts, and estate planning documents
• Valuation considerations and how business value impacts inheritance outcomes

• Tax implications of lifetime transfers vs. transfers at death
• Common pitfalls that create family conflict and how to proactively avoid them

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