Recorded webcast

Navigating purpose trusts for business continuity

July 16, 2024
Event details
Date and time

Recorded, watch on-demand anytime

Intended audience

Closely-held business owners, CEOs, chief financial officers, controllers, attorneys

Duration

60 minutes

Event overview

As the owner of a closely held business, you understand that the future transcends mere years—it spans generations. When transitioning your business or wealth to the next era, preserving alignment with your vision becomes paramount. Enter the purpose trust—a powerful strategy to safeguard your legacy.

Watch our recorded webcast where we’ll delve into purpose trusts. Our discussion covers:

  • Lasting benefits
  • Real-life examples
  • Funding and administration
  • Tax implications
  • Drawbacks and considerations
  • Alternative solutions

Discover the intricacies and benefits of purpose trusts during this comprehensive webcast. 


Presenters
  • Andy Swanson
    Andy Swanson
    Partner
    RSM US

    Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

    Andy Swanson
    Andy Swanson
    Partner
    RSM US

    Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

  • Scott Filmore Headshot
    Scott Filmore
    Senior Director
    RSM US

    Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.

    Scott Filmore Headshot
    Scott Filmore
    Senior Director
    RSM US

    Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.

Event details
Date and time

Recorded, watch on-demand anytime

Intended audience

Closely-held business owners, CEOs, chief financial officers, controllers, attorneys

Duration

60 minutes

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