Emily Plocki presented “Divorce and Estate Planning Considerations for Married Owners of Closely Held Companies” at the 36th Annual RPTE National CLE Conference on May 9.
Her presentation provided a thorough examination of how building an operating company while married can result in a large amount of stress on a couple, and what happens to that company in the case of divorce. Emily discussed several estate and divorce planning considerations for representing married couples who are owners of closely held companies, including the following topics:
- Drafting considerations and provisions that can be incorporated into the corporate governance documents with regard to married owners
- Best practices for working with married clients who are owners of closely held companies, including estate planning considerations for trust ownership of entity interests and representation considerations regarding possible conflicts that may develop
- A discussion of (1) negotiation considerations for pre-/post-nuptial agreements involving closely held company interests and (2) division and valuation tactics of closely held companies involved in matrimonial divorce proceedings from the perspective of divorce counsel
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