Optimizing Entity Selection and Governance, American Law Institute Continuing Legal Education (ALI CLE), Estate Planning for the Family Business Owner

Habeeb "Hobbs" Gnaim, Tax Planning & Business Transactions Section Chair at Chamberlain Hrdlicka, and esteemed tax attorney Gene Wolf, Managing Shareholder of Kent Smith LLP, served as co-panelists for the American Law Institute Continuing Legal Education's (ALI CLE) Estate Planning for the Family Business Owner 2025 webcast. Together they discussed important tax and governance considerations to evaluate in the entity choice process. 

This session highlighted critical tax and governance differences to consider for the choice of entity decision to ensure and support family unity and business longevity. Topics discussed included governance bodies, multiple classes of equity, incentive/phantom equity arrangements, company succession, buy-sell provisions, and the July 2025 expansion of the application of the exclusion for qualified small business stock. 

ALI CLE  is one of the most respected national providers of tax CLE featuring presentations from go-to authorities in tax law.