Shareholder Protection & Cross Option Agreements in Estate Planning - The Key Issues

Introduction

This short webinar will explore the key principles in relation to shareholder protection and succession issues in small privately owned businesses, in particular, measures enabling those businesses to respond to the hazard of the premature death of one of the business owners.

What You Will Learn

This short webinar will cover the following:

• The problem. The small, privately owned successful business without any shareholder protection - potential risks
• Shareholder protection and cross-option agreements
• Life/key man policies and trust structures
• Extracting value on the death of a business owner for the benefit of his family whilst enabling the business to continue in the ownership of the surviving business owners
• Inheritance tax and capital gains tax implications