Learn best practices for planning for the transition of a business through sale or transfer to the next generation, including how to effectively deal with family members both in and out of the business. Includes discussion of the impact of buy-sell agreements, valuation issues, and estate tax planning on succession planning.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Belleville
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville
Natalie M. Perry, Rathje Woodward LLC, Wheaton
Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.