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Closely Held Businesses: A Guide from Eckhardt's Workbook for Wisconsin Estate Planners

Product ID: AE0453_SUB
Published By: State Bar of Wisconsin PINNACLE
ISBN: 978-1-57862-774-5

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.

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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.

Read More ↓

198+ pp.; 1st ed. 2026-27

  1. Scope of Chapter
  2. Selecting Form of Closely Held Business
  3. Transferring Family Business to Next Generation
  4. Designing Buy-Sell Agreements
  5. Restricting Transfers of Interests in CLosely Held Businesses
  6. Postmortem Tax Planning

Index

State Bar of Wisconsin PINNACLE® is the premier publisher of practice guides and handbooks for Wisconsin's attorneys, written by Wisconsin's attorneys. PINNACLE relies on the expertise and contributions of volunteers from within the State Bar of Wisconsin membership to help develop and deliver timely, relevant information to assist Wisconsin's attorneys provide the highest-quality representation and service.

About the Authors

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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