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Business Law | Estate Planning &…
Online Seminar (Audio & Video)
Online Seminar (Audio & Video)
Microsoft Silverlight
Business Succession Planning (Advanced Issues in Estate Planning)
1 Total CLE credits (No Ethics)
Price: $59.00 (provides online access for 3 months after purchase).
Course №:OL 1945
Course Level: Advanced
Duration: 1 Hour
Original Program Date: Tuesday, March 22, 2011
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  Item Description | Credit Information | Faculty | Course Materials | User Feedback
Item Description Back to top
Your business clients know how to run a company and make money, but have they given serious thought to what happens to the business if a key shareholder dies, a partner becomes disabled, or a crucial manager retires? Our instructor gives you tips for getting your clients to think about these tough questions, and offers strategies for developing a succession plan that ensures a business is prepared for any eventuality. Topics include family succession issues; management buyouts; outright sales of a business; buy-sell agreements; using wills and life insurance trusts as part of a succession plan; and issues surrounding valuation of an enterprise.

This course was recorded in March 2011 at PBI`s seminar on Advanced Issues in Estate Planning. This comprehensive, in-depth program is a must attend for any experienced estate planner. Other sessions from the program are available at PBI`s Online Campus.
Credit Information Back to top
1 Total CLE credits (No Ethics)

Faculty Back to top
Richard R. Tarantine, Esq., Pittsburgh

Course Materials Back to top

icon_acrobatNotice about getting CLE credit – changed October 2005  (1 Page, 21 KB)
icon_acrobatCourse Outline (Slides in Note-Taking Format) (30 Pages, 278 KB)
icon_acrobatWritten Materials (86 Pages, 691 KB)
icon_acrobatImportant Notice Affecting Many of PBIs Online Ethics Courses (Revised November 2013)  (5 Pages, 29 KB)

User Feedback Back to top
"This is a really well-done program and the speaker is excellent." (State College, PA)
"Good speaker and good content for time alotted." (Huntingdon Valley, PA)
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