Business Succession Planning

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Business Succession Planning
Business Succession Planning

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Course Description

This program is a must for estate planning and business attorneys. Viewers will learn how to effectively plan for the orderly transfer of management and ownership of their clients' businesses. Esteemed author and presenter, Louis Mezzullo of Luce, Forward, Hamilton & Scripps, will provide helpful strategies on how to avoid unwanted liquidation at death and how to avoid unnecessary taxes. The comprehensive 30 page handout that accompanies this program provides a wealth of information that viewers can reference time and time again.

Published: 4/2010

Length: 1hr 0min

Member Reviews

Good program
- Erin J.
Very informative! Tons of information packed within 1 hour.
- Steven M.
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Meet the Lecturer(s)

Louis A. Mezzullo

CLE Courses Business Succession Planning Business Succession Planning Credit Hours Credits (Show All) CA1.00 Course Length 1 Hour 1 Minute Share This Course Email inShare Course Description This program is a must for estate planning and business attorneys. Viewers will learn how to effectively plan for the orderly transfer of management and ownership of their clients' businesses. Esteemed author and presenter, Louis Mezzullo of Luce, Forward, Hamilton & Scripps, will provide helpful strategies on how to avoid unwanted liquidation at death and how to avoid unnecessary taxes. The comprehensive 30 page handout that accompanies this program provides a wealth of information that viewers can reference time and time again. Published: 4/2010 Ask The Lecturer(s) A Question Got a follow up question for this course? Ask it here and you'll be notified when it's answered. Meet the Lecturer(s) Louis A. Mezzullo is a partner in Luce, Forward, Hamilton & Scripps LLP. His principal areas of practice are taxation, estate and business planning, and employee benefits. He was an Adjunct Professor of Law at the University of Richmond Law School from 1978 to 2006, where he taught courses in those subjects and was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 until 2007. He also lectures for the Continuing Legal Education Committee of the Virginia Bar Foundation. He is listed in Who's Who in American Law, Who's Who in Emerging Leaders and Who’s Who in America and in The Best Lawyers in America. He is the author of An Estate Planner’s Guide to Buy-Sell Agreements, An Estate Planner’s Guide to Life Insurance, An Estate Planner's Guide to Qualified Retirement Plan Benefits, An Estate Planner's Guide to Family Business Entities, and Valuation Rules Under Chapter 14, all published by the American Bar Association Section of Real Property, Probate and Trust Law. He has authored a number of publications for the National Affairs Bureau, including: Transfers of Interests in Family Entities Under Chapter 14: Sections 2701, 2703, and 2704, 835 Tax Management Portfolio (3rd edition); The Migrant Client: Tax, Community Property, etc., 803 Tax Management Portfolio; Estate Planning for Owners of Closely Held Business Interests, 809 Tax Management Portfolio (2nd edition). He has spoken at numerous tax and estate planning conferences, including the Heckerling Institute on Estate Planning, the University of Southern California Institute on Federal Taxation, and the Notre Dame Estate Planning Conference. Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland. He is a past Chair of the American College of Tax Counsel; a Fellow of the American Bar Foundation; a Fellow of the Virginia Law Foundation; the Secretary and Regent of the American College of Trust and Estate Counsel, as well as former Chair of its Business Planning, Employee Benefits in Estate Planning, and Elder Law Committees; a Charter Fellow of the American College of Employee Benefits Counsel; an Academician and Vice President of the International Academy of Trust and Estate Law; and a member of the Virginia State Bar; California State Bar, and American Bar Association, a Vice-chair of the ABA Section of Taxation and current Chair of the Business Planning Subcommittee of its Estate and Gift Taxes Committee; and past Chair of the ABA Section of Real Property, Probate and Trust Law.

lmezzullo@luce.com

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