Cummings & Lockwood

10 Challenges When Planning for the Business Owner

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November 2016

Author: Daniel G. Johnson

In this presentation, Daniel G. Johnson, a trusts and estates attorney with Cummings & Lockwood, discusses 10 estate planning challenges when planning for the business owner.  A gift of an interest in a business need not throw the operations of the business completely upside down.  However, in order for a gift to be respected, there are some formalities that must be observed.  This presentation discusses the most common traps for the unwary business owner, and how best to avoid them.  (15:00)

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