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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