Estate Planning for Families with Complex Assets

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Estate Planning for Families with Complex Assets

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In episode 6, we explore the unique challenges families face when estate planning involves complex assets such as businesses, real estate, private investments, partnership interests, and concentrated positions. This episode examines why these assets require more than simply deciding who receives them, including the importance of succession planning, valuation, liquidity, ownership structure, and coordination among legal, financial, tax, and business professionals. Listeners will also learn how advisors can help clients identify potential planning gaps before complex assets become difficult issues for future generations. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861

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