This session will review general succession planning strategies and tax considerations, developing and refining estate planning documents and entity documents, and identifying solutions if a business does not have a successor identified.
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Nebraska MCLE #267127, 0.75 CLE Hours (OnDemand credit)
Though business succession for the small business owner should be a smooth and simple process of transferring ownership and management, two-thirds of small businesses in the U.S. do not have a documented succession plan. As business dynamics and realities change, how should a small business owner plan for succession?
This session will review general succession planning strategies and tax considerations, developing and refining estate planning documents and entity documents, and identifying solutions if a business does not have a successor identified.
Kara Brostrom, Ball, Loudon, Ebert, & Brostrom, LLC
Kara’s practice includes estate and tax planning, trust and estate administration, real estate law, entity formation, and business and succession planning. Kara received her undergraduate degree from the University of Nebraska-Lincoln with highest distinction with a major in Psychology and minors in Sociology, English, and Political Science. During her undergraduate years, Kara was a member of Gamma Phi Beta Sorority, Omicron Delta Kappa, College of Arts & Sciences Dean’s Scholar Society, and Honors Program. She received the UNL Outstanding Leadership Award in 2012.
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Active Nebraska attorneys are required to complete 10 hours of continuing legal education (CLE) each year. Two of those 10 hours must be in the field of professional responsibility (ethics). Nebraska attorneys may claim only 5 hours of distance-learning CLE per year. Webinars viewed on this portal are considered distance-learning. Under the new MCLE reporting process, the NSBA will report your attendance for this program, which will be automatically updated into your transcript. The NSBA has 30 days to report your hours to Nebraska MCLE, and your transcript may not update immediately. You are no longer able to log your own hours in your transcript; they must be reported by the sponsor.
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