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Jeff Roberts and Johanna Wise Sullivan Present ‘Estate Planning for Closely Held Business Owners’ at the BBA

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Jeffrey W. Roberts and Johanna Wise Sullivan, partners in Nutter’s Trusts and Estates Department, presented “Estate Planning for Closely Held Business Owners” at the Boston Bar Association on October 28. Jeff and Johanna provided an overview of key issues and planning points that attorneys should keep in mind when engaging in estate planning for a business owner. The program included an overview of different tax structures (C corporations, S corporations and LLCs), other structural issues (women-owned businesses and business succession planning), and drafting considerations. It also included a discussion of planning options, including the use of discounted valuations, freezing techniques and liquidity issues.

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