Description

Audience:  Business owners and professional advisors (CPAs, wealth managers, etc.)

Title:  Succession Planning: The Estate Plan for a Business

Summary:

Lavelle Law Shareholders Steve Migala and Heather Walser will present their thoughts on the team approach needed to accomplish both the succession planning for companies and the estate plans for their individual owners.  Topics to be covered are as follows:

• Key Estate Plan Documents for Business Owners
• Considerations When Children are Involved with the Business
• Shareholder and Operating Agreement Issues and Resolutions
• Survey of Basic Exit Strategies and Tips for Each

Complimentary lunch will be provided with your registration.