Estate Planning Strategies and Succession Pitfalls for the Business Owner


Join Tannenbaum Helpern partners Jordan Linn, James Rieger and Maryann Stallone, along with David Orsolino, CFP, of Strategies for Wealth, as they discuss timely estate planning issues for business owners, including:

- Challenges, Pitfalls and Common Mistakes in Succession Planning for a Family Business

- Business exit planning

- Does your business have a "Will"?

- Buy/Sell Options and How to Fund Them

- The Estate Tax Landscape and Liquidity Challenges

- Wealth Shifting Strategies and Dilemmas


4:00-5:00pm Program

5:00-6:30pm Reception

Please register here.

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