ARTICLE
12 January 2022

Trust Strategies For Business Exit (Podcast)

VW
Duggan Bertsch

Contributor

Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
This week on Legal Visionaries our host Mary Vandenack and her guest, Mike Weaver, Managing Member at Vandenack Weaver discuss some techniques using trusts that business owners should consider when selling.
United States Corporate/Commercial Law

Guest:
Michael Weaver
Mike's practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

This week on Legal Visionaries our host Mary Vandenack, the Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, Managing Member at Vandenack Weaver discuss some techniques using trusts that business owners should consider when selling. What is a Grantor Trust? How does a GRAT work? Why and when are these trusts beneficial? How is a NING technique used? What requirements are needed to maintain non-Grantor status? If you are planning to sell your business, tune in to learn about these techniques for improving the status of your income tax and estate plan.

Originally published November 9, 2021

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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