Dennis I. Belcher	Turney P. Berry	Mary Ann Mancini

Exit Strategies at Death for the Private Business Owner
and How to Avoid the Forced Sale of a Private Business
The family of a private business owner often faces significant liquidity needs at the business owner’s death. One alternative to meet these needs is a sale of the business but the owner’s death can be the worst possible time for a sale. The panelists will use the case method to illustrate how to avoid a forced sale of a private business using effective financing of life insurance to meet cash needs, creative charitable planning techniques to reduce cash needs, and estate tax deferral techniques.

Special Sessions IV- A  Thursday, January 28th
(3:50 p.m. – 5:20 p.m.)