Session 1. Essential Business Planning for the Long Term
A. Business Owner Agreements
B. Asset Protection strategies
C. Management Succession in case of accident, disability
D. Planning for great success, planning for insolvency
E. Exit strategies and financing a sale or buy-out
F. Planning for the unexpected event, incapacity, divorce,

Session 2. Vital Considerations to protect your business, yourself and family
A. Who do you trust in case of accident, incapacity, catastrophe
B. Who will operate the business in your absence
C. Valuation and Appraisals
D. Prevent abuse and exploitation
E. Avoid Owner and Family disputes and conflicts
F. Funding the buy-out

Session 3. Where does Succession, Tax and Estate Planning Fit In
A. Establish your Life Plan
B. Define your Financial Plan and identify your Key Persons
C. Does your Financial Plan fund your Life Plan, in full
D. Estate Planning is the legal regime and legal authority
to carry out your life plan and financial plan.
E. How does your business plan work with your estate plan
F. What are the alternatives and options
G. Gifting of interests
H. Don’t forget about the income tax consequences of your plan

Session 4. Wills and Trusts, how they work and what they accomplish
A. Wills and what happens during probate
B. Different trusts and how they benefit you and your family
C. Testamentary plans, options and alternatives
D. Beneficiaries with special needs, spendthrifts, incentives
E. Charitable and Insurance Trusts

Session 5. Minimizing taxes and protecting your assets
A. Look at all taxes, Estate, Gift and Income taxes
B. Protecting small estates, Special Needs trusts
C. Asset protection against judgments and creditors
D. Family Limited Partnership, Limited Liability Company

Sessions at 10:00 AM, each day we are at sea.
Sessions at 5:00 PM, each day in a port, location to be assigned by Cruise Staff