Virtual AFTERNOON Meeting: ALL HANDS ON DECK: Planning Pitfalls for Family Owned Businesses

Date: Tuesday, October 19, 2021
Time: 3:15pm - 4:30pm
Location: ZOOM
Speaker: Tom Rauenhorst, Michael Sampson and David Levi


Learn from a panel of experts in the legal, tax and fiduciary fields as they discuss the various challenges and special wealth transfer, income and estate tax considerations for closely held, family owned businesses.

Learning Objectives
By attending this session advisors will learn: 

  1. Learn about the importance of buy/sell agreements and how to help your clients avoid some of the unintended consequences caused by poor coordination between corporate counsel and personal estate planning counsel.
  2. Learn how to identify and address frequent sources of conflict between family members and corporate stakeholders.
  3. Learn how to identify and recommend appropriate sources for estate tax payments for estates that hold closely held and family businesses.

Zoom Webinar Login: 3:15 – 3:25 pm
Announcements: 3:25 – 3:30 pm
Presentation: 3:30 – 4:30 pm

Approved CE: 1 CFP® & 1 CLE Credit

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