Business Succession Planning: Protecting Your Client's Business and Family Live Webcast CLE Presentation

July 16, 2020Attorneys: Steven M. Saraisky and Jennifer M. Lota
Do your clients own businesses? Do your clients have business succession plans for their businesses? Who will own the client’s business in the future? Who will manage the client’s business in the future? What are the tax consequences of a transfer of the business? Is the client’s family provided for?

This program will give advisors tools to address all of the above questions for their clients. The program will examine topics such as important provisions in buy/sell agreements, choice of successors, business valuations, and the coordination of business planning with tax and estate planning. This CLE aims to help advisors guide their business owner clients in establishing plans that prepare for and address both anticipated and unanticipated circumstances while implementing the business owner’s objectives for the future of the company.

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