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Advanced CLE

2021 Holding Business Interests in Trusts Audio Replay

Total Credits: 1.2 MCLE, 0.0 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
Access for 1 year(s) after program date.



There are tax and other benefits to holding a closely-held company or other business interests in trusts, but there are also substantial risks and planning complexity. Holding an operating business creates tension between the duty of a trust to diversity and the inescapable concentrated position of owning an operating company, which in turn creates tension between trustees and business managers.  Similarly, holding real estate or nontraditional assets also involves issues of liquidity and proper fiduciary and income tax administration. This program will provide you with a real world guide placing business interests in a trust.

  • Dilemmas of operating companies in trusts – concentrated assets, speed, decision-making
  • Concentrated assets and the fiduciary duty to diversify
  • Counseling clients about the right trust for different asset classes
  • Preserving S Corp status or other tax benefits in trust
  • Business succession planning for family businesses
  • Managing minority stakes in operating companies or assets
  • Financial and tax administration traps


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