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This is part 2 of a series of estate planning for business owners.
In this episode with Dave Haughton, we use an example and plan for a business owner who will be over the estate tax exmeption.
We think about structures like:
- family limited partnerships
- charitable remainder trusts
- SLATs
- Dynasty trusts
- trusts in various states
And talk through what each of these are and the benefit they can have.
By Thomas Kopelman4.7
6767 ratings
This is part 2 of a series of estate planning for business owners.
In this episode with Dave Haughton, we use an example and plan for a business owner who will be over the estate tax exmeption.
We think about structures like:
- family limited partnerships
- charitable remainder trusts
- SLATs
- Dynasty trusts
- trusts in various states
And talk through what each of these are and the benefit they can have.

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