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FAMILY OWNED BUSINESS SUCCESSION PLANNING - TAX RULES AND OPPORTUNITIES

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

This webinar will review current law with respect to gift and estate taxes and their application to family with a net worth of $23,000,000. It will discuss strategies to equalize the estate amongst active and non-active children in the business. It will demonstrate one method by which the family business can be passed to the heir apparent with equitable results for all. The webinar will also review a charitable technique to reduce Federal Estate Taxes.

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• Rick Brown is a registered representative of Lincoln Financial Advisors Corp.
• Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. WCP Private Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp.
CA Insurance License #0B42600 CRN1848262-071717
• Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Learning Objectives

  • Review of current law with respect to Federal gift and estate taxes, including multi-generational planning.

  • Application of the law to demonstrate one method of successful business transfer to heirs who are active in the family enterprise.

  • Illustrate the use of a charitable planning technique to reduce Federal Estate taxes.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rick started his career as a practicing attorney, and is now part of a financial planning team. Together, they are dedicated to providing clients with financial planning resources, wealth management techniques, and estate planning to help solve their financial concerns and objectives. Rick received his Bachelors of Arts degree from the University of California, Santa Barbara and earned his law degree from Santa Clara University, graduating with honors: Moot Court and Order of the Barristers. Rick is very active in his community. He has served as a trustee for several private educational institutions and has been actively involved in philanthropy for many local charities. Rick is married with 4 children and resides in Los Angeles, California. Rick Brown is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, INC. CRN-1582929-083016

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