COR2344. Gift and Estate Planning for the Contractor

In this session we will discuss gift and estate planning strategies for the privately held construction company owner. When is the right time to begin gift and estate planning for the construction company owner? How can ownership interests be transferred with the least amount of disruption to the company operations as well as to relationships with the surety and the lender? Can steps be taken in planning to protect the owner's family?

Learning Objectives:

• Evaluate how to leverage gift and estate tax exemptions through various ownership transfer techniques for the construction company owner.
• Interpret the unified gift and estate tax structure