Planning for the Family Business Owner
There are many special planning techniques available to owners of
closely-held businesses. The future of the business, the tax and
corporate aspects of the particular business entity, and the owner’s
personal estate planning goals all need to be coordinated to produce a
result that is in the best interests of the business and the business
owner. This includes taking advantage of special estate tax benefits
for family-owned businesses (tax exemptions deferral of estate tax
payments) planning for succession, and methods of equalizing the estate
among various children. In this connection, we employ techniques such
as recapitalizations of a business to shift the appropriate business
interest (voting or non-voting shares) to the next generation.
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Aryeh's AIPAC Presentation of June 1, 2008
