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When a client owns a business, one question shapes the entire estate plan: what happens if they die, retire, become disabled, or want to transfer ownership? Closely Held Businesses: A Guide from Eckhardt's Workbook for Wisconsin Estate Planners helps you answer it. The book draws from Eckhardt's Workbook for Wisconsin Estate Planners, the estate-planning classic Wisconsin attorneys have relied on for decades. It organizes the planning around the moving parts of business ownership: entity form, transfer to the next generation, buy-sell agreements, transfer restrictions, and postmortem tax planning.
When a client owns a business, one question shapes the entire estate plan: what happens if they die, retire, become disabled, or want to transfer ownership? Closely Held Businesses: A Guide from Eckhardt's Workbook for Wisconsin Estate Planners helps you answer it. The book draws from Eckhardt's Workbook for Wisconsin Estate Planners, the estate-planning classic Wisconsin attorneys have relied on for decades. It organizes the planning around the moving parts of business ownership: entity form, transfer to the next generation, buy-sell agreements, transfer restrictions, and postmortem tax planning.
Many Wisconsin attorneys serve clients who own family businesses, farms, LLCs, professional practices, or closely held corporations. These clients may not see themselves as having complex estates, yet their business interests can create complicated planning issues. Designed for fast use, Closely Held Businesses provides you with estate planning information specific to business ownership so you can advise business-owner clients with confidence, identify issues early, and recognize when a matter calls for more specialized planning.
This title equips you to:
For estate planners, business attorneys, solo/small-firm practitioners, general practitioners, probate/trust administration attorneys, and newer lawyers, it is the reference to reach for first when a client's estate plan includes a business.
Index
For an in depth view of the content in this book, please click to view Table of Contents.
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Books UnBound® is the exclusive online digital resource from State Bar of Wisconsin PINNACLE® books that Wisconsin attorneys have trusted and relied on for decades, including all the “brown binders” and other treatises, the Wisconsin Attorney’s Desk Reference, Wisconsin Judicial Benchbooks, and now all of our most recent books previously released in print only. Featuring a fast, user-friendly interface protected by two-factor authentication, a powerful search function, an expanded notes feature, and one-click access to Fastcase and other primary law resources, Books UnBound is a one-stop shop for all your legal research needs.
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By purchasing and using the Books Content provided on the site, you signify your agreement to all terms, conditions, policies and notices contained or referenced in the terms of the license. If you do not agree with any provision of this license, do not purchase any of the Books Content. You must treat the Books Content like any other copyrighted material. To view the full agreement, please click here.
