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Business Owners and Estate Planning:

Business Owners and Estate Planning:

Overview


Elizabeth R Glasgow presented a high level overview of issues to be addressed to reduce the impact of income, capital gains and estate taxes when selling a business, focusing particularly on what kind of trust structures are available for this purpose. The presentation also reviewed the fiduciary responsibilities of a trustee of a trust utilized as part of a business owner’s sale strategy and reviews considerations in selecting a trustee, including comparing a corporate fiduciary vs. a private fiduciary.

Dig Deeper

New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

Honolulu, HI / Speaking Engagements / November 2-6, 2025

62nd Annual Hawaii Tax Institute