United States

Business succession planning: Why it is critical to revisit your plan


The task of planning for a smooth and tax-efficient transfer of a family business to the next generation could soon become much more challenging. But opportunities still exist in the near term to achieve significant benefits from proactive planning.  

Our private client services professionals will address the following topics:

  • What the business succession planning landscape looks like today‚Ķand perhaps tomorrow
  • Proposed regulations under section 2704 and the window of opportunity for wealth transfer before they become final
  • Selection and design of techniques for transferring business interests to the next generation(s)

Download webcast slides


Event details

Who should attend
Closely held, family business owners; shareholders; and chief financial officers


More information
Email us or call +1 800 274 3978

For more guidance on the implications of the proposed regulations on life insurance and liquidity planning, please read our white paper.