The program will provide an in-depth exploration of Pre-Transaction Planning, a crucial aspect of minimizing income tax liabilities. This session will delve into the use of trusts and charitable organizations as effective strategies to mitigate tax burdens prior to business transactions. Topics will include identifying beneficiaries, optimal timing, common pitfalls, and specific planning strategies. Through insightful discussions and illustrative examples, participants will gain valuable insights into maximizing tax efficiency during business exits.

Panelists

• Travis Wilson, Senior Managing Associate, Louisville
• Thomas Monarch, Managing Associate, Louisville

CLE

CLE credit for the live webinars is being sought in Arizona, California, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Missouri, New Jersey, New York, Pennsylvania, Texas, Utah and Virginia. Credit for all other states must be applied for and submitted by individual attendees. Compliance with each state's MCLE requirements is the sole responsibility of the attendee.

Dentons can only issue CLE credit for attendance during the live broadcast of the webinar. Participation on the live webinar must be on a computer or laptop device; credit is not available for joining via mobile device. Credit for viewing on a pre-recorded session is the responsibility of the individual.