The Long Game

Advanced Estate Planning For Business Owners Planning To Sell


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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.

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The Long GameBy Thomas Kopelman

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