Skip Navigation

LAW G516: Business and Estate Planning Involving Closely Held Businesses
Spring 2024 • Section 21

Course Description

This course will address various factors that must be considered in advising the family owners and operators of a business. A selection of problems, case studies and hypotheticals will provide the basis for discussions throughout the semester. Each week, various aspects of the planning process from entity formation to sale or termination will be explored, and potential solutions or courses of action plotted and evaluated. The seminar has been designed to provide insight into the intersection of substantive law and the conflicting needs and agendas of the family members, shareholders/owners and officers/employees of a family business. Issues 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 intrafamily personality dynamics.


Day/Time Location
W 5:30-7:20 PM Online Meeting

Course Details

  • Mary-Noelle Rasi
  • Andrew Haas
Credit Hours

3 Credits



Course Type
  • Exam
Course Modality

Online Synchronous

Fulfills J.D. Requirement




Registration Info

Registration Notes

This is a Graduate Tax Program course. JD students must obtain permission to register from Professor Kathy Mandelbaum.


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)


Graduate Law G512 Income Taxation of Estates and Trusts

Book List/Materials