Consider a Business Owner Trust for your Sale

Explore the world of business exit planning and tax strategy.  In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLCdiscuss the concept of Business Owner Trusts. Learn how these specially designed trusts can assist in deferring capital gains tax, providing income to future generations, and offering unique tax advantages. Gain insights with real-world examples, and the pros and cons of adopting a Business Owner Trust. Don’t miss this episode for valuable information on optimizing your business exit strategy.  This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.