RACIAL EQUITY: It's Time to Step Up. We Need Your Help. Click Here.
Wisbar.org may be unavailable on September 23 starting at 6:00 p.m. until 8:00 p.m. for system maintenance.​​​​​​​​​​​​​​​​​​​​

4th Annual Family Business Update 2019

Product ID: CA2948R5
Presented By: State Bar of Wisconsin PINNACLE

Creating a profitable exit plan

Every business owner eventually needs to transition their business. To be able to transition when they want, how they want, and for the price they want, your clients need to start the exit planning sooner rather than later.

The 4th Annual Family Business Update will provide the latest legislative developments and case law impacting family businesses, as well as tools and techniques to help you guide your business clients through the exit planning process.

Exiting gracefully

Good exit planning can make the difference between being forced to liquidate a company (because it’s the only option) and being able to sell/transfer it for a lucrative value. Discuss four possible exit planning options. Understand how each approach is financed and what happens to the proceeds.

In addition, you’ll hear from a panel of business owners and lenders who will share lessons they learned during their own exit planning experiences. Avoid similar missteps by learning from the exit planning blunders of others.

Trusting the trustee

When appointing a trustee, it’s important your clients trust their decision and aren’t worried that squabbling family members will threaten the business that they worked so hard to build. Receive strategies for selecting a trustee. Review the roles of trustees and trust protectors under Wis. Stat. chapter 701.1 Discuss how to creatively use a trust:

Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar

Pricing

Member $259.00

Non-Member $339.00

Credits

7 CLE, 1 EPR

Date and Time

Wednesday, January 22, 20208:30 AM - 4:00 PM CT

Add to Calendar 1/22/2020 8:30:00 AM 1/22/2020 4:00:00 PM America/Chicago 4th Annual Family Business Update 2019

Creating a profitable exit plan

Every business owner eventually needs to transition their business. To be able to transition when they want, how they want, and for the price they want, your clients need to start the exit planning sooner rather than later.

The 4th Annual Family Business Update will provide the latest legislative developments and case law impacting family businesses, as well as tools and techniques to help you guide your business clients through the exit planning process.

Exiting gracefully

Good exit planning can make the difference between being forced to liquidate a company (because it’s the only option) and being able to sell/transfer it for a lucrative value. Discuss four possible exit planning options. Understand how each approach is financed and what happens to the proceeds.

In addition, you’ll hear from a panel of business owners and lenders who will share lessons they learned during their own exit planning experiences. Avoid similar missteps by learning from the exit planning blunders of others.

Trusting the trustee

When appointing a trustee, it’s important your clients trust their decision and aren’t worried that squabbling family members will threaten the business that they worked so hard to build. Receive strategies for selecting a trustee. Review the roles of trustees and trust protectors under Wis. Stat. chapter 701.1 Discuss how to creatively use a trust:

alMYBcCwJzBnuVRvlmHo61032

No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Creating a profitable exit plan

Every business owner eventually needs to transition their business. To be able to transition when they want, how they want, and for the price they want, your clients need to start the exit planning sooner rather than later.

The 4th Annual Family Business Update will provide the latest legislative developments and case law impacting family businesses, as well as tools and techniques to help you guide your business clients through the exit planning process.

Exiting gracefully

Good exit planning can make the difference between being forced to liquidate a company (because it’s the only option) and being able to sell/transfer it for a lucrative value. Discuss four possible exit planning options. Understand how each approach is financed and what happens to the proceeds.

In addition, you’ll hear from a panel of business owners and lenders who will share lessons they learned during their own exit planning experiences. Avoid similar missteps by learning from the exit planning blunders of others.

Trusting the trustee

When appointing a trustee, it’s important your clients trust their decision and aren’t worried that squabbling family members will threaten the business that they worked so hard to build. Receive strategies for selecting a trustee. Review the roles of trustees and trust protectors under Wis. Stat. chapter 701.1 Discuss how to creatively use a trust:

Read More ↓

  • Gain a checklist approach for exit planning options and strategies
  • Avoid missteps in the exit planning process by learning from others' experiences
  • Find creative uses for trusts to protect a family business from family drama and impaired family members
  • Review the roles of trust protectors and directing parties
  • Navigate ethical issues that arise when representing closely held businesses and their owners
  • Receive a legislative and case law update
  • Business lawyers
  • Tax attorneys
  • Insurance lawyers
  • Family law attorneys
  • Estate planning lawyers
  • General practitioners

Book Sale – Save 20%!

Organizing a Wisconsin Business Corporation: Articles, Bylaws, & Other Forms
Save 20% on Organizing a Wisconsin Business Corporation: Articles, Bylaws, & Other Forms . Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Provides all the essential forms for incorporating a business.

Use discount code CA2948 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.