The Resource Successful inter-generational business & estate planning : how to keep the family in the family business, chair, Arthur D. Sederbaum

Successful inter-generational business & estate planning : how to keep the family in the family business, chair, Arthur D. Sederbaum

Label
Successful inter-generational business & estate planning : how to keep the family in the family business
Title
Successful inter-generational business & estate planning
Title remainder
how to keep the family in the family business
Statement of responsibility
chair, Arthur D. Sederbaum
Title variation
Successful inter-generational business and estate planning
Contributor
Subject
Language
eng
Member of
Cataloging source
CGQ
Illustrations
  • illustrations
  • charts
Index
no index present
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
http://library.link/vocab/relatedWorkOrContributorName
  • Sederbaum, Arthur D
  • Practising Law Institute
Series statement
  • Estate planning and administration course handbook series
  • Tax law and estate planning series
Series volume
no. D-304
http://library.link/vocab/subjectName
  • Private companies
  • Estate planning
  • Tax planning
  • Family-owned business enterprises
  • Stock options
  • Retirement
Label
Successful inter-generational business & estate planning : how to keep the family in the family business, chair, Arthur D. Sederbaum
Link
Instantiates
Publication
Note
  • Prepared for distribution at the program of the same name held May 14-15, 2001, New York City; June 14-15, 2001, San Francisco
  • "D0-0075"--Spine
Bibliography note
Includes bibliographical references
Contents
  • Estate planning stock options and charitable giving
  • Stanford J. Schlesinger, Dana L. Mark
  • Stock options
  • Stanford J. Schlesinger
  • Estate planning for stock options; what to give, when, and to whom
  • Stanford J. Schlesinger, Dana L. Mark
  • Retirement planning
  • Stephen J. Krass
  • The new millennium planning; techniques and strategies
  • Richard A. Oshins
  • Overview of family-controlled business and choice of entity
  • Multi-generational wealth shifting techniques
  • Coordinating charitable giving techniques and multigenerational family business preservation
  • Richard A. Oshins
  • The appraiser's role
  • Shannon P. Pratt, CFA, FASA, MCBA, Jacob P. Roosma
  • The ACTEC commentaries on the model rules of professional conduct: guidance on ethical issues for the estate and trust lawyer
  • Bruce S. Ross, submitted by Terrence M. Franklin
  • Ethics and professional responsibility in estate planning
  • Charles J. Groppe, submitted by Geoffrey H. Ward
  • Post mortem tax elections affecting closely held business
  • Anne K. Hilker
  • Jerry A. Kasner
  • Current valuation issues
  • John W. Porter
  • Business succession planning: a look at some of the financial, emotional and estate planning issues
  • Jon J. Gallo, David A. Hjorth, ChFC, CLU
  • Intervivos generation-skipping transfer tax planning
  • Georgiana J. Slade
  • Stock options and IPOs
  • S. Timothy Kochis
Extent
1 online resource (544 pages
Form of item
online
Other physical details
illustrations, charts)
Specific material designation
remote
System control number
(OCoLC)1036877657
Label
Successful inter-generational business & estate planning : how to keep the family in the family business, chair, Arthur D. Sederbaum
Link
Publication
Note
  • Prepared for distribution at the program of the same name held May 14-15, 2001, New York City; June 14-15, 2001, San Francisco
  • "D0-0075"--Spine
Bibliography note
Includes bibliographical references
Contents
  • Estate planning stock options and charitable giving
  • Stanford J. Schlesinger, Dana L. Mark
  • Stock options
  • Stanford J. Schlesinger
  • Estate planning for stock options; what to give, when, and to whom
  • Stanford J. Schlesinger, Dana L. Mark
  • Retirement planning
  • Stephen J. Krass
  • The new millennium planning; techniques and strategies
  • Richard A. Oshins
  • Overview of family-controlled business and choice of entity
  • Multi-generational wealth shifting techniques
  • Coordinating charitable giving techniques and multigenerational family business preservation
  • Richard A. Oshins
  • The appraiser's role
  • Shannon P. Pratt, CFA, FASA, MCBA, Jacob P. Roosma
  • The ACTEC commentaries on the model rules of professional conduct: guidance on ethical issues for the estate and trust lawyer
  • Bruce S. Ross, submitted by Terrence M. Franklin
  • Ethics and professional responsibility in estate planning
  • Charles J. Groppe, submitted by Geoffrey H. Ward
  • Post mortem tax elections affecting closely held business
  • Anne K. Hilker
  • Jerry A. Kasner
  • Current valuation issues
  • John W. Porter
  • Business succession planning: a look at some of the financial, emotional and estate planning issues
  • Jon J. Gallo, David A. Hjorth, ChFC, CLU
  • Intervivos generation-skipping transfer tax planning
  • Georgiana J. Slade
  • Stock options and IPOs
  • S. Timothy Kochis
Extent
1 online resource (544 pages
Form of item
online
Other physical details
illustrations, charts)
Specific material designation
remote
System control number
(OCoLC)1036877657

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