Protect the future of your clients’ businesses with this detailed, comprehensive resource. For estate planners, business attorneys, and any other professional involved in family business succession planning, this book delivers valuable strategies and smart advice for effectively crafting a succession plan, transferring or selling the business, understanding tax consequences, and handling difficult family dynamics.
Learn the secrets of complex estate and tax planning family business techniques
Achieve the founder’s goals for the future and growth of the business
Draft intricate, effective buy-sell agreements
Create succession plans for law and medical practices
Integrate and coordinate the founder’s business and estate plans
Discover valuation methods and protocols
Manage and provide for difficult family members
Numerous helpful sample forms, charts, and checklists
OnLAW is a web-based subscription product purchased on an annual basis.
OnLAW System Requirements: Desktop: Windows XP, 7 or 8, Mac OS 10.8 Mobile: iOS6, iOS7, Android 4.2 Firefox, Chrome, IE and Safari browsers
Note: OnLAW may work with some devices running older versions of these Operating Systems or Windows RT, however functionality is not guaranteed.
“I look to Business Succession Planning for guidance on the issues that are important to our clients in planning that aspect of their estates. The book is a comprehensive, well-organized resource, essential for a California estate planner.”
ó Rebecca De Kalb, Leibovitz Law Group, Orinda
“Business Succession Planning is very well done. Itís clear, accurate, and easy to use. An eminently practical guide for anyone who advises business owners.”
ó Martin Staubus, The Beyster Institute, Rady School of Management, UC San Diego
Continuing Education of the Bar ● California
University of California ● State Bar of California