Why Every Business Owner Needs a Family Dynasty Trust (On-Demand)

$169.00

This course will cover the various types of business succession strategies and why every Business Owner needs a Family Dynasty Trust. Clarification of Misconception – Why Revocable Living Trusts are NOT Family Dynasty Trust. In addition, there will be a detailed discussion on the benefits of holding the family business in an Internal Revenue Code Section 678 Trust for Asset Protection purposes.

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Event Details

Course Type

Original Date Of Course

Course Instructor

Lazaro J. Mur, Esq.

General Credits

2

Course Description

This course will cover the various types of business succession strategies and why every Business Owner needs a Family Dynasty Trust. Clarification of Misconception – Why Revocable Living Trusts are NOT Family Dynasty Trust. In addition, there will be a detailed discussion on the benefits of holding the family business in an Internal Revenue Code Section 678 Trust for Asset Protection purposes.

Principles

  • Overview of Domestic Asset Protection Trusts, including a Family Dynasty Trust
  • Overview of Offshore Asset Protection Trusts
  • How to Hold The Family Business Entity Interest in Trust
  • The Section 678 Trust and The Family Business

Syllabus

  1. Overview of Domestic Asset Protection Trusts, including a Family Dynasty Trust
  2. Overview of Offshore Asset Protection Trusts
  3. How to Hold The Family Business Entity Interest in Trust
    1. Asset Protection
    2. Estate Planning
    3. Avoid Probate
    4. Business Succession
  4. The Section 678 Trust and The Family Busines

Instructor

Lazaro J. Mur, Esq.

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