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Estate Planning for Small Business Owners


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How are your clients going to exit their businesses? How are you going to exit yours? Walk out? Get wheeled out? Die at your desk and leave a mess for your heirs and partners? Regardless of how you go, you need a plan!

This classroom course is designed to educate professional advisers on the critical estate, retirement and succession planning issues that come about when assisting small business owners with their planning needs. Not only must you address typical issues such as family income protection and legacy planning, you also need to address estate equalization and business succession in what is likely to be an emotionally-charged decision making process. Learn from others in this two-hour seminar that explores critical issues you should be thinking about if you're a business owner or advise business owners.

Breakfast will be available at 8:00; the seminar starts promptly at 8:30 and you'll be on your way by 10:30.

This event is open to advisors such as attorneys, CPAs and insurance agents. Business owners are welcome to join you as your guest. For a preview of what we'll discuss, check out this LINK.

Presented by BSG Advisers and sponsored by MassMutual North Carolina.

Approved for 2.0 hours of CE, CFP, CLE and CPE. CE fees will be paid by the sponsor.

Attorneys can check the State Bar CLE website for more offerings sponsored by MassMutual