How to Dovetail Business Protection with Personal Estate Planning - A Practical Guide

Introduction

Business owners sit at the intersection of personal estate planning and business continuity risk.

A well-drafted will or LPA can still fail in practice if the company’s constitutional documents, shareholder arrangements, and insurance structures are not aligned.

This new virtual classroom seminar equips private client lawyers to identify where siloed advice creates tax leakage, governance gaps, probate disruption, and loss of control and to build an integrated plan that keeps the business functioning while protecting the estate and beneficiaries.

Delegates will learn how death and incapacity affect shares, directorships, partnership interests, banking access, and valuation and how to structure wills, trusts, Business LPAs, shareholder/partnership documents and protection arrangements so they dovetail.

What You Will Learn

This live and interactive course will cover the following:

• Spotting the key business-owner risks at the first client meeting and scope issues appropriately
• What happens legally and operationally when a shareholder/partner/director dies
• Drafting wills that preserve control, continuity and tax efficiency, including BPR planning and executor powers
• Identifying the business constitutional documents that must be reviewed and where they conflict with estate planning
• Designing a Business LPA that protects continuity without creating governance breaches or conflicts
• Aligning key person/shareholder protection and insurance funding with will and trust structures (avoiding common tax traps)
• When to bring in corporate, tax, valuation and financial specialists and how to run a collaborative planning meeting

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.