Business Planning Group

Business Planning Group

The Business Planning Group addresses all manner of trust and estate issues that affect closely-held business owners.

Business Planning Group

Business Planning Group

The Business Planning Group addresses all manner of trust and estate issues that affect closely-held business owners. The Business Investment Entities, Partnerships, LLC's and Corporations (the “Business Entity” committee) looks at tax and non-tax issues related to the selection and structuring of entities that coordinate with the estate planning goals of the business owners. The Estate Planning and Administration for Business Owners, Farmers and Ranchers (the “Business Owners” committee) focuses on issues that influence the personal planning for business owners and the administration of trusts and estates that own those businesses.

Business Planning Group members presented compelling topics at the National CLE meeting in Boston. Our members will present select portions from those programs as eCLEs in the coming year. The BPG continues to monitor the proposed regulations and guidance Washington and will offer comments on the regulations and guidance that may affect business owners. Our regular Business Planning Group calls will resume in September 2019 to generate lively discussion and provide information and context for lawyers representing closely-held business owners.