Hope and Luck Shouldn’t Control the Future of Your Clients’ Businesses

Far too many small business owners leave the future of their biggest asset, their business, up to chance. In the event the business survives, the consequences are often catastrophic for families, employees, customers, and your client’s legacy. Business and estate planning attorneys must be able to educate clients on the importance of succession planning and know how to put a plan in place that acts in their clients’ best interests. Don’t miss this engaging and strategic course on small business succession planning – register today!

• Get practical insights on translating client goals into a comprehensive succession plan
• Understand how income, estate, and gift taxes affect planning decisions.
• Learn tactics for using buy-sell agreements, transferring control, and overcoming owner exit issues.
• Gain strategies for gifting, trusts, and employee stock ownership plans (ESOPs)