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

$189.00

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
      • Asset Protection
      • Estate Planning
      • Avoid Probate
      • Business Succession
  4. The Section 678 Trust and The Family Busines

Instructor

Lazaro J. Mur, Esq.