What You'll Learn

In this session, Alan Gassman, JD, LLM will cover these key topics:

1. Business succession planning
   1. Buy-sell agreements.
   2. Strategies to pass businesses to heirs tax-efficiently.
   3. Leveraging trusts and valuation discounts for closely held businesses.
2. Planning for unique needs
   1. Estate planning for special needs beneficiaries.
   2. Considerations for non-U.S. citizens or cross-border planning.
   3. Digital asset estate planning.
3. Life insurance in business succession
   1. Funding buy-sell agreements with life insurance.
   2. Using key person insurance to protect the business.