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Online Seminar (Audio & Video)
Online Seminar (Audio & Video)
Microsoft Silverlight
Business Succession Planning (Advanced Issues in Estate Planning) (NO CREDIT)
Price: $39.00 (provides online access for 3 months after purchase).
Course №:OL 1945N
Course Level: Advanced
Duration: 1 Hour
Original Program Date: Tuesday, March 22, 2011
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  Item Description | Faculty | Course Materials
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.

Faculty Back to top
Richard R. Tarantine, Esq., Tarantine & Associates, P. C., Pittsburgh

Course Materials Back to top

icon_acrobatThis is a NON-credit course (1 Page)
icon_acrobatCourse Outline (Slides in Note-Taking Format) (30 Pages, 278 KB)
icon_acrobatWritten Materials (86 Pages, 691 KB)
htmHelp
icon_acrobatImportant Notice Affecting Many of PBIs Online Ethics Courses (Revised November 2013)  (5 Pages, 29 KB)

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