Join us for a virtual estate planning workshop! Learn how to plan your legacy and the options available to you as a business owner.

Learning Objectives

By the conclusion of the workshop, participants should be able to:

1. Recognize how a business owner’s incapacity or death can affect the family, the ownership and control of the business, and the continuity of its operations.
   
   
2. Understand the distinct roles of health care directives, powers of attorney, wills, trusts, and business succession arrangements.
   
   
3. Distinguish between will-based and trust-based planning and understand when probate may be required.
   
   
4. Identify the first steps toward creating a coordinated plan for the protection and transfer of personal and business assets.
   
   
   

*disclaimer this is an informational session and not legal advice