Business Planning Group

The Business Planning Group (BPG) addresses trust and estate planning and administration for closely held entity owners via its three committees. The Investment Entities Committee focuses on investment vehicles, including family limited partnerships, family LLCs and private investment funds—such as hedge funds, private equity and venture capital. The Farmers, Ranchers and Natural Resources Committee focuses on the planning and administration issues specifically associated with those asset classes. The Operating Businesses Committee focuses on the challenges that are unique to business owners including business succession planning, liquidity planning, and entity taxation.

BPG members contribute to RPTE’s National CLE Conference, eCLEs and publications. In addition, BPG members monitor proposed legislation, regulations, and guidance, and offers comments on changes that may affect entity owners—including with respect to the Corporate Transparency Act taking effect at the beginning of next year. We discuss these topics and more on BPG’s monthly open Zoom meetings. Join the Business Planning Group to receive calendar invitations for monthly calls and other outreach from the group.

https://www.americanbar.org/groups/real_property_trust_estate/committees/ trust-estate-committees/

eReport Winter 2023