Yes, this is what we officially call a “Hairy” case!  Join Ann and David as they consider how to manage a convoluted case where the Fiduciary is facing a multitude of converging issues, including:

• A business that is losing value (“Moving Parts, Inc.”);
• A key person component held by the majority shareholder with a shortened life span (1-2 years)
• A healthy spouse who is desiring divorce and has no business control
• The potential for a heavy estate tax liability now, worsening with tax law changes
• Heirs who are scared or nervous, don’t get along, and may want to exert more influence in the family, business and handling of the estate.

Come hang out with your fellow EPI members as we all work together to decide what is our business owner to do and how should we, as the fiduciaries, advisor her?

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Ann Rosevear and David Osgood