Presented by the Estates & Probate Section

About the Program

Business owners need professional advice to effectively and efficiently transfer assets during their lives and at their deaths.  This presentation will explore key trends and common challenges in closely held business transitions, as well as relevant tax and legal considerations with the related planning.  Topics will include tax-efficient transfer strategies, buy-sell agreements, qualified small business stock strategies, asset protection, and family governance.  We will highlight best practices and common pitfalls, equipping attorneys and other legal professionals with practical insights to help business owners achieve their goals.

You Will Learn

• About tax-efficient transfer strategies
• About buy-sell agreements and the Connelly Supreme Court Case
• About planning with qualified small business stock
• About strategies for asset protection planning for business owners
• About family governance and businesses owned by trusts

Who Should Attend

Attorneys interested in business succession planning.

Speakers

Michael T. Clear
Wiggin and Dana LLP, Greenwich

Erin D. Nicholls
Wiggin and Dana LLP, Madison

Moderator

John Paul Callahan
Reid and Riege PC, Hartford

Sponsor

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.