COURSE DESCRIPTION
Advance your family business planning expertise with sophisticated strategies addressing complex ownership structures, international considerations, and innovative wealth transfer techniques. This program builds on foundational concepts to tackle the most challenging aspects of multigenerational family business planning. Develop the specialized knowledge required to serve sophisticated family enterprises with complex business and personal wealth management needs.
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Implement advanced valuation and gifting strategies for family limited partnerships and LLCs
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Address international tax considerations affecting multinational family business enterprises
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Navigate complex family employment and compensation issues within trust and estate planning
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Design innovative structures addressing next-generation liquidity needs while preserving business integrity
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.