LAW G516:
Business and Estate Planning Involving Closely Held Businesses
Spring 2025 • Section 21
Course offerings for are still tentative. The information below is subject to change.
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.
Schedule
| Day/Time | Location |
|---|---|
| W 5:30-7:20 PM | TBA |
Registration Info
Registration Notes
This is a Graduate Tax Program course. JD students must obtain permission to register from Professor Andy Monroe, please send request to andrea.monroe@temple.edu
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 TrustsBook List/Materials
Materials To Be Announced