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The transfer of a closely held business presents special issues for clients who own these interests and for the attorneys who advise them. Our expert panelists examine some of the key lifetime and testamentary planning options that lawyers should consider when advising their clients on transferring their closely held business interests.
Our faculty discusses and offers advice on a number of topics, including:
Techniques for transferring closely held business interests through recapitalization and gifting programs
Points to consider when reviewing a valuation of a closely held business
The essential points of a buy-sell agreement and its coordination with the business owner`s estate plan.
Our instructors also highlight pertinent legislative changes to the tax code and regulations.
PBI is pleased to cosponsor this program with the Philadelphia Bar Association Probate and Trust Law Section.
Aaron H. Fox, Esq., The Pennsylvania Trust Company, Radnor
Evelyn G. Howard, Esq., The Bryn Mawr Trust Company, Edgemont
Laura E. Stegossi, Esq., Weber, Gallagher, Simpson, Stapleton, Fires & Newby LLP, Philadelphia
Mark S. Blaskey, Esq., Pepper Hamilton LLP, Philadelphia
Donald P. DiCarlo, Jr., Esq., Wilmington Trust Company, Philadelphia