Case study #2 – The active child

Profile:

  • Successful family business
  • 3 children with different levels of involvement and views on
  • what’s best for them

Objective:

  • Continue the business
  • Treat all 3 children “equally”

Solution:

  • Active child buys the business
  • Parents’ estate paid through insurance funded by business
  • Children treated “equally” through the will