Business Owner Wealth Planning and Exit Strategies


Business Owner Wealth Planning
and Exit Strategies

The presentation will cover key wealth transfer techniques for moving wealth to the next generation, including grantor retained annuity trusts, sales to intentionally defective grantor trusts, direct gifts, and charitable remainder trusts. A focus will be on the impact of interrelated tax and non-tax issues, both business and personal, that must be negotiated when considering different wealth transfer techniques.


Learning Objectives:

  • Introduce fundamental structures of wealth transfer techniques, ranging from simple to complex
  • Cover fundamental transfer tax and income tax consequences of those techniques
  • Highlight non-tax concerns that may impact the structure and overall success of wealth transfer strategies


About the Presenter:

Hear from industry expert, Bill Rasmussen, Bank of America Wealth Strategist about business owner and wealth planning exit strategies.


Thank you to our Sponsors:

This meeting will be held atSalmon Sims Thomas & Associates.

Address:12720 Hillcrest Road Suite 500, Dallas, TX 75230


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Bill Rasmussen

Bill Rasmussen

Bank of America Wealth Strategist

Meet Bill Rasmussen.

Bill Rasmussen is a Senior Vice President and Wealth Strategist at U.S. Trust, Bank of America Private Wealth Management.Bill provides personalized strategies to address complex financial needs in preserving, transferring and managing wealth. His experience encompasses a broad range of estate and tax planning, including income taxation, retirement planning, charitable giving, intergenerational wealth transfer, education planning, cash flow analysis, and business succession planning. Prior to joining U.S. Trust, Bill was a practicing attorney in Houston, Texas, in the area of trusts and estates. Bill earned his J.D. degree from the University of Texas School of Law, his Master’s degree from the University of Texas, and his B.A. degree from Bowdoin College. Bill is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Continuing Education

This meeting is pending approval for continuing education.

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at