Strategies for intra-family succession of closely held business & sales

Date: Tuesday, June 18, 2024
Time: 4:30pm - 7:00pm
Location: 875 Hotel Cir S, San Diego, CA 92108
Speaker: Rebecca Van Loon & Panel

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Strategies for Intra-Family Succession of Closely Held Business & Sales
Speakers: Rebecca Van Loon & Panel

Explore family succession planning and third party exit strategies for closely held businesses. This session will analyze the various estate tax, gift tax and income tax planning consequences and opportunities for entrepreneur/business owner-clients and their families. Discusses the use of GRATs, sales to grantor trusts, reorganizations, charitable remainder trusts, charitable lead trusts, QSBS, opportunity trusts, and more to accomplish these wealth transfer planning objectives


Rebecca Van Loon | Lawyer

Rebecca Van Loon is an established leader in the estate planning community and an asset to the clients she represents. With a practice focusing in the areas of estate planning, trust and probate administration and taxation law, Ms. Van Loon assists families and individuals with all aspects of their estate planning needs, including wills, trusts, advance health care directives and financial powers of attorney. She also assists clients with estate, gift and property tax planning, including charitable gift planning. 

Uniquely, Ms. Van Loon is certified as a Specialist in Estate Planning, Trust & Probate by the State Bar of California Board of Legal Specialization. Only approximately five percent of California's attorneys are certified as specialists by the State Bar.

Ms. Van Loon received her Bachelor of Arts degree, cum laude, from Gonzaga University in 2007. She earned her Juris Doctor, cum laude, from Willamette University College of Law in 2010. While in law school, Ms. Van Loon participated in the Trusts and Estates Legal Clinic and competed in the Jessup International moot court competition. She also studied abroad in Spain, Italy, and Germany. Ms. Van Loon also holds an LL.M in Taxation, magna cum laude, from the University of San Diego School of Law, which she earned in 2011.

Recently, Ms. Van Loon's practice has grown to incorporate international estate planning (inbound/outbound for citizens/residents and non-citizen residents), as well as the representation of individuals, private professional fiduciaries and corporate trustees as fiduciaries through trust and estate administrations.

The mother of a toddler, Ms. Van Loon is an avid fan of the San Diego Symphony and enjoys running, golfing, traveling and college basketball.



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