VetVet Expert View: Trusts and Estates скачать в хорошем качестве

VetVet Expert View: Trusts and Estates

00:15 At a high level, what should a business owner think about in their estate planning process? 01:27 What are the core estate planning documents that everyone should have? 03:02 What types of owners need to plan the most? Do all owners need a plan? Is there a business value threshold where planning is really needed? 05:07 In what situations should business owners consider gifting to a trust? 07:28 Given potential issues with who can own a veterinary practice in different states, how should an owner think about gifting? Can they gift to non veterinarians? 08:30 If there is a co-owner of the business, what should people consider? 10:01 For listeners, what are some actions that you suggest they do next? 11:16 What impact might the upcoming election have? We’re recording this on November 1, 2024