Pre and Post Transaction Planning - Lunch and Learn
Event Information
Description
Join us for the lunch and learn focused on Pre and Post Transaction Planning - “Optimizing Equity Compensation & Preserving and Growing Wealth”.
Who: For Entrepreneurs, Executives, Closely Held Business Owners
When: April 16th, 2019 at 11:45 a.m. – 1:00 p.m.
Where: MindSpace – 575 Market Street, 4th Floor, San Francisco
By: Kranz & Associates and The Whitfield Group at Morgan Stanley
Discussion Content
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Optimizing Equity Compensation for Post Tax Cash Flow
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Founders Shares, Compensatory Stock Options, Qualified Small Business Stock;
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Compounding Post Transaction Wealth with Trust & Non-Trust Structures.
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Titling Assets with Revocable Trusts
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Freezing Asset Values with Intentionally Defective Trusts
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His & Her (Spousal) Intentionally Defective Trusts
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Grantor Retained Annuity Trusts
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Discounting Asset Values with Family Limited Partnerships
· Bringing all Together: Modeling the Economic Benefits of Planning v. No planning
o Illustration of post transaction wealth compounding with no planning
o Illustration of post transaction wealth compounding with planning
