What Corporate Counsel Needs to Know About Trusts & Estates

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Professionals

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Byron's Southend
101 W. Worthington
Charlotte, North Carolina

Jan. 14, 2015
12:00 PM - 1:30 PM

Heidi E. Royal and Jessica Mering Hardin spoke at the Charlotte Chapter of the Association of Corporate Counsel on January 14, 2015.  The program commenced with a brief overview of estate-planning issues relevant to corporate counsel, executives and business owners. The presentation covered the basics of current estate and gift tax laws, as well as high-level planning techniques that maximize flexibility and minimize transfer taxes.

Corporate counsel learned the benefits of planning with business interests, particularly with respect to:

Attendees also learned the potential pitfalls of planning with business interests, such as running afoul of securities regulations, tax elections and transfer restrictions. 

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