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LAW G516: Business and Estate Planning Involving Closely Held Businesses
Spring 2020 • Section 21

Course Description

This course will address the factors that must be considered in advising the family owners and operators of a business. A case study will provide the basis for discussions throughout the semester. Each week, various aspects of the planning problems confronting the hypothetical family owners and operators will be explored and potential solutions plotted. The seminar has been designed to provide insight into the interrelationship of various areas of substantive law and the conflicting needs and agendas of the members of our hypothetical family. The substantive areas that will be examined in detail will include: form of business entity; business prerequisites; buy-sell arrangements; transfers to family members; control and operational issues; family investments outside the business; valuation of the business; and family personality dynamics.


Schedule

Day/Time Location
T 5:30-7:20 PM TUCC 205

Course Details

Instructors
  • Mary-Noelle Rasi
  • Andrew Haas
Credit Hours

2 Credits

Seats/Capacity

20

Course Type
  • Exam
Course Modality

Classroom

Fulfills J.D. Requirement

None

Programs

None

Registration Info

Registration Notes

This is a Graduate Tax Program course. JD students must obtain permission to register from Andrew Weiner, Director of Grad Tax Program.

Pre-Requisites

You must have completed the following courses before enrolling in this course:

  • LAW G513 (Estate Planning I) or LAW G803 (Estate Planning I)
  • LAW 0600 (Taxation)

Recommendations

Graduate Law G512 Income Taxation of Estates and Trusts

Book List/Materials