Assisting your Client with Business Succession Planning (2020 Mobile Monday Series Session #5)

Sponsored by the Idaho Law Foundation, Inc.

1.0 CLE credit

Length: Approx. 1 Hour

Registration Cost: $35.00


Join Ammon Andelin and Justin Walker of Adalánt Financial for a primer on the ins and outs of business succession planning.  Giving real world examples and scenarios, learn what options are available to help you and your clients do proper estate and business succession planning.  Learn what changes have been made by the current administration regarding estate taxes and what changes are proposed if a new president is elected.  Learn how to advise clients on the differences between gifting an asset versus transferring it at death, and why putting a plan in place early can save your client money and avoid paying unnecessary taxes.