Overview

Family and Business Succession Planning provides an authoritative, insiders perspective on key tips for developing relevant planning strategies. Featuring experienced partners from law firms across the nation, these experts guide the reader through the process of utilizing a clients documentation to overcome challenges in the succession planning process and acquiring appropriate trustees to care for a clients best interests. These top lawyers offer specific advice on matching the type of succession strategy to a clients goal, observing the clients family dynamic, and understanding a clients tax position. From lifetime gifting and probate to the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, these experts discuss developments in both state and federal legislation that have arisen from the economic recovery and stress the importance of helping clients achieve their planning goals. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this important field.

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