GCT360 Webinar: New Considerations for Year-End Estate and Tax Planning, Asset Protection and IP Protection
November 9, 2021
GCT360 Webinar: New Considerations for Year-End Estate and Tax Planning, Asset Protection and IP Protection
12:00-1:00 pm CT
As we continue to navigate the COVID-19 pandemic and the widespread changes it has brought, the year ahead will prove to be a pivotal opportunity for businesses and individuals to consider their estate planning, tax planning, business asset protection and IP protection goals. Join GCT’s Laurie Smigielski as she moderates a panel of fellow GCT attorneys, including Leynee Cruz Flores, Jeffrey Rambach, Derek Samz and Benjamin Rotman, for a comprehensive discussion on a range of updates to laws, regulations and requirements that businesses must consider as they plan for the coming year.
Year-End Considerations for Your Estate Plan/Family
- How planning ahead can help you and your family avoid the court system during the most trying times
- Why a will is not enough and the importance of POAs and a Trust, including discussions of disabled adult guardianship, probate estates, minor guardianships and asset protection
Speaker: Leynee Cruz Flores
Time is Running Out for Year-End Income Tax and Estate Planning
- Update from Washington, D.C.
- Overview of potential planning ideas to consider
Speaker: Jeffrey C. Rambach
Basic Guidelines for Asset Protection – Closely Held Businesses
- Avoiding co-mingling
- Observance of corporate formalities
- Personal use of business funds
Speaker: Derek D. Samz
Best Practices for Protecting Your Intellectual Property
- IP ownership
- IP assignments
- When you should have assignments and agreements in place
Speaker: Benjamin D. Rotman