Business Succession and Transition Toward a Zero Estate Tax and Controlling Equity


The objective of this program is to educate the participants about the risks and conflicts in their current legal, wealth and business planning that may impact their wealth and succession plan as follows:

  • Learn about common planning mistakes and challenges to overcome 
  • Learn how to how to take advantage of the 2012 tax law and build a game plan for 2012 using advanced planning tools and techniques to control equity and protect assets
  • Gain an understanding of valuation, gift, estate freeze and other advanced wealth preservation and transition strategies 
  • Learn the 4 step process for building a strategic transition plan in 2012 to prepare for 2013 
  • Be better informed to make decisions


  • James Kirlin, Private Capital Solutions, LLC 
  • Moderator: Ken Hocke, Senior Editor, WorkBoat


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