Tax and Non-Tax Aspects of Business Succession Planning (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 0.0

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $140 (Includes a downloadable audio version.)
Viewable Through: 5/31/2018


A pre-recorded streaming VIDEO replay of the June 2015, Tax and Non-Tax Aspects of Business Succession Planning.

Learn legal, business, and practical advice to give your clients:

  • Non-tax aspects include overcoming planning obstacles dealing with control and cash flow
  • Tax aspects include the use of various estate planning tools: Grantor Trusts, Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, and more

In discussing the tax and non-tax aspects of succession planning, Farhad Aghdami and Dan Durst will emphasize the tools and techniques that align the business owner's interests with appropriate planning. They will consider and discuss issues such as control and cash flow for the business owner, dealing with family members in the business and family members not in the business, incenting key employees, shareholder agreements, and exit strategies. Finally, they will present a series of hypotheticals illustrating real-life planning issues and offer practical advice and solutions for some of the most difficult tax and business issues.

From non-tax aspects to tax planning techniques, our expert faculty will cover the most common issues that attorneys face when assisting a client with an ownership interest in a closely held or family business.




Farhad Aghdami, Williams Mullen / Richmond
Farhad Aghdami, a fellow in the American College of Trust and Estate Counsel, focuses his practice on business succession planning, mergers and acquisitions, entity formation and structuring, and wealth transfer planning and preservation. He counsels a wide variety of clients, from middle market business owners and entrepreneurs to publicly traded enterprises. In addition, Mr. Aghdami has extensive experience in federal income, estate, and gift taxation.  He currently serves as an adjunct professor at the T.C. Williams School of Law at the University of Richmond. He previously served as an adjunct professor at Washington & Lee University School of Law.

Daniel Durst, Williams Mullen / Richmond
A 2008 graduate of University of Virginia School of Law (J.D.) where he was managing editor of the Virginia Tax Review, Dan Durst helps individuals sort through complicated tax matters relating to business and estate planning. His practice is focused on guiding people through the preparation of wills and trusts, the creation of family limited partnerships and other entities, and analysis of related estate tax, gift tax, and generation-skipping transfer tax issues.

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