Estate Planning for Closely Held Business Owners
June 08, 2023
On this episode, Steffi Hafen, private client services partner, discusses estate and tax planning for closely held business owners or owners of a business where there is no readily available public market. She outlines how advance planning and utilization of structures such as buy/sell agreements, corporate recapitalizations, gifts, and additional freeze transactions may help resolve or avoid issues if there is a sudden departure of a key owner, such as by death, disability, or retirement.
Attorneys
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