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Shawnxz · 2022年10月13日

解题思路?

NO.PZ2021090804000013

问题如下:

DFG is an organization specializing in software development. Engineer Jim is the product manager and the sole owner of the company. Jim is 65 this year and plans to retire. So he meet with wealth manager Johnson to discuss estate planning strategies.

Johnson asked questions to understand Jim's ideas and company and the current situation of his family. Jim said that he founded the company 20 years ago and developed many products while accumulating a large customer base. However, in recent years, Jim has had to frequently defend malfeasance lawsuits against company assets and his own personal assets.

Jim's software company also hired Jim's son Jack, who is also an engineer. Jim tells Johnson that he wanted his son to get financial benefits from the success of the company, but because his son lacked business acumen, he was unwilling to let his son control the company.

Discuss two estate planning objectives revealed in Johnson’s discussion with Jim.

选项:

解释:

The discussion between Johnson and Jim indicated that Jim should plan for the goals of business control/succession and asset protection:

● Deciding on control over the assets/business succession: Although Jim wants to pass on the financial benefits of DFG to his son, Jim believes that his son does not have the business acumen to manage the business, so he is unwilling to let his son manage the company. Jim may want to consider assigning managerial responsibility to outside managers or selling the business outright to a third party.

● Asset protection: Patent infringement cases of software companies happen occasionally, making the assets of DFG and Jim family vulnerable to claims by creditors. Certain estate planning vehicles (such as trusts) can protect assets from creditors by separating the creator and beneficiaries of the trust from the legal ownership of the assets.

r如果就解答这两点能得分吗?此类提醒的解题思路是什么?应该如何作答?

that he wanted his son to get financial benefits from the success of the company, but because his son lacked business acumen, he was unwilling to let his son control the company.

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王暄_品职助教 · 2022年10月14日

你给出的【that he wanted his son to get financial benefits from the success of the company, but because his son lacked business acumen, he was unwilling to let his son control the company.】只提到一点,就是不希望儿子有控制权,而死自己保留contral;


还有一点在下图处,你没有提及:他有很多lawsuit,可能会威胁公司的资产和他自己资产,所以要想办法帮他规避此类风险。


这种题的解题思路很简单,文章中作何描述,你用自己的的语言描述出来即可



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2024-06-18 23:50 1 · 回答