Estate Planning for Business Owners: Buy-Sell Agreements, Non-Family Interests, Valuation Considerations, Tax Issues

Mr. Lloyd, Managing Director, has been handling complex valuation assignments for over 30 years. His practice includes assignments engagements involving taxes, disputes, and transactions. Mr. Lloyd has been qualified as an expert in federal and state courts, arbitration forums, as well as the International Court of Arbitration, and has testified for and against the IRS. His work has taken him across the United States, Europe, the Caribbean, and Latin America. Mr. Lloyd has been published widely, including portions of a law school textbook, and has guest lectured at law schools and graduate business schools. He also has trained lawyers, accountants, financial analysts, and judges on a variety of topics in accounting, finance, and valuation.

Ms. Suttmann is a Shareholder and Managing Director at Barulich Dugoni Suttmann & Cummins Law Group, Inc. She has been certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Ms. Suttmann's law practice focuses primarily on estate planning, trust and probate law, estate and gift taxation, and business formation, maintenance, and succession for family-owned businesses. Her family background includes several generations of small business owners and entrepreneurs, encouraging her to specialize in advising and counseling family business owners on estate planning, business succession planning, and business formation and maintenance matters. Ms. Suttmann also provides counsel to high-net-worth individuals and families regarding lifetime and post-death gifting, estate tax considerations, and asset protection strategies. She lectures on various topics, including estate planning, estates and trusts, and estate and gift taxation.