Description

Dealing with business entities after a death involves far more than paperwork — it requires a clear understanding of ownership structure, succession planning, and the legal steps needed to protect what the owner worked to build. Kate and Maureen will bring together both the legal framework and the financial strategy needed to navigate this process effectively.  Learn how you can help your clients evaluate options, protect assets, minimize taxes, and guide decisions that will ensure a smooth transition for the business, the family, and any remaining partners or shareholders.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Maureen Verduyn and Kate Langmore, Esq.