AEP® and EPLS Forum
Meet the Walters - An Estate Planning Case Study
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Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
Details of the Case Study
Natalie and James Walters are a married couple who delayed retirement during COVID but at 68 years old they are now ready to sell their family business and retire. They have accumulated substantial personal wealth and a business worth $8 million. They now have two grandchildren with another one on the way; the oldest one has special needs. They've come to you to ask, "how do we exit Walters Dispensaries LLC (formerly SWIRL & GO Frozen Yogurt Shops) so that we can enjoy an active retirement with lots of travel and charitable giving while at the same time providing a financial inheritance that meets our children's individual needs?"
This session will include small, multi-disciplinary breakout sessions during which attendees will use their knowlege and problem-solving skills to address key questions related to the fact patttern like:
- Who is your client? Are engagement letters needed?
- Who will serve as fiduciary? Should you consider a corporte trustee?
- How to structure a business sale vs. a business succession plan?
- Is long term care a consideration?
- Concerns with trusts holding an interest in a dispensary?
- Should you recommend a CRT, DAF, or Post-Mortem Charitible Bequest?
The case study will be provided to registered attendees within the confirmation message and prior to attending.
A special thank you to Tom Griffith, NAEPC board member, and the leadership of the Estate Planning Councl of Central New York for sharing this case study with us.
Continuing Education Credit
Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.