19th May 2021

Cynthia Umphrey will be presenting at the 61st Annual Probate & Estate Planning Institute hosted by ICLE. Her talk is titled “Drafting Trusts for the Business Owner” and will review S corporation matters, including QSST, ESBT and BDOTS, liquidity considerations, special “fairness” considerations with family businesses, and financial security issues with keeping or selling a closely held business during incapacity or after death.

The seminar will be available virtually starting on June 30 and on demand. Register at icle.org.

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