Advanced Estate Planning For Business Owners Planning To Sell

This is part 2 of a series of estate planning for business owners.

In this episode with Dave Haughton, we use an example and plan for a business owner who will be over the estate tax exmeption.

We think about structures like:

- family limited partnerships

- charitable remainder trusts

- SLATs

- Dynasty trusts

- trusts in various states

And talk through what each of these are and the benefit they can have.