Trust and Estate Planning for Family Businesses, Part 1
Total Credits: 1 including 1 Alabama CLE Credit
- Average Rating:
- Not yet rated
- Categories:
- Probate & Estate Planning
- Faculty:
- Missia H. Vaselaney | Michael Sneeringer
- Original Program Date:
- Feb 23, 2026
- License:
- Never Expires.
Description
Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.
Schedule:
- Design estate plans that facilitate smooth business succession while minimizing tax consequences
- Address valuation challenges and discount strategies for closely-held family business interests
- Navigate family dynamics affecting both business operations and estate planning objectives
- Structure voting trusts and other mechanisms that preserve family control across generations
Faculty
Missia H. Vaselaney Related Seminars and Products
Taft, Stettinius & Hollister, LLP
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Michael Sneeringer Related Seminars and Products
Porter Wright Morris & Arthur LLP
Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.
