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  1. Courses
  2. Holding Business Interests ...
  3. Holding Business Interests ...

    Holding Business Interests in Trusts

    • Speakers

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    Description

    There are tax and other benefits to holding a closely-held company or other business interests in a trust. But there are also substantial risks.

    Trusts are typically required to diversify their holdings. But when a company is held in a trust there is almost a highly concentrated, and thus risky, position. Similarly, holding real estate or nontraditional assets also involves issues of liquidity and proper fiduciary and income tax administration.

    This program provides a real world guide placing business interests in a trust.

    • Dilemmas of operating companies in trusts – concentrated assets, speed, decision-making
    • Concentrated assets and the fiduciary duty to diversify
    • Counseling clients about the right trust for different asset classes
    • Preserving S Corp status or other tax benefits in trust
    • Business succession planning for family businesses
    • Managing minority stakes in operating companies or assets
    • Financial and tax administration traps

    Contributors

    • David C. Camp

      David C. Camp is a partner in the Denver office of SennViscianoCanges PC, where he represents clients in all aspects of real estate transactions. He has extensive experience in leasing, development, construction, financing and ownership issues. He also has substantial experience in commercial finance matters, most frequently corporate and real estate financing, including mezzanine loans, construction loans, and traditional loan matters.

      David received his B.A., cum laude, from Middlebury College and his J.D. from the University of Pennsylvania Law School.

      Click here for more information about David.

    May 18, 2022
    Wed 1:00 PM EDT

    Duration 1H 0M

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