VetVet Expert View: Trusts and Estates
Автор: VetVet
Загружено: 2026-01-09
Просмотров: 63
00:15 At a high level, what should a business owner think about in their estate planning process?
01:27 What are the core estate planning documents that everyone should have?
03:02 What types of owners need to plan the most? Do all owners need a plan? Is there a business value threshold where planning is really needed?
05:07 In what situations should business owners consider gifting to a trust?
07:28 Given potential issues with who can own a veterinary practice in different states, how should an owner think about gifting? Can they gift to non veterinarians?
08:30 If there is a co-owner of the business, what should people consider?
10:01 For listeners, what are some actions that you suggest they do next?
11:16 What impact might the upcoming election have? We’re recording this on November 1, 2024
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