High Net Worth Estate Planning Series

Consider a Business Owner Trust for your Sale

David Murray
Vice President
Sterling Foundation Management, LLC

January 16, 2024

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, LLC discuss 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.