Corporate Training By Zack Academy - Understanding Business Transfer Techniques

Why Should You Take This Understanding Business Transfer Techniques Course?

This Understanding Business Transfer Techniques course is an open discussion to review the options a business owner has to pass on the business to family, heirs, business partners, or associates. This course will explore the various options business owners have in order to find the proper transfer that fits their specific needs. Additionally, the course will provide detailed information regarding the necessary steps involved in each transfer process and how to successfully complete them.

The Following Topics Will Be Covered:

Intestate (Without Will)

• Intestate Succession (ORC2105)
• Right of Spouse/Children

Testate (With Will)

• Testanentary Capacity
• Drafting and Execution of Will
• Changing Existing Will
• Probate of Will Upon Death

Power of Attorney for Health Care

• Purpose of Power of Attorney
• Elements of Power of Attorney

Living Will

• Purpose of Living Will
• Elements of Living Will

Trust

• Interious Trust
• Testomentary Trust
• Revocable
• Irrevocable

Transfer of Property at Death Without Probate

• Joint Survivorship
• Transfer on Death

Taxes

• Ohio
• Federal

Please Note: All attendees must show a photo ID upon attendance of the class.