Wed, Sep 29

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Zoom

Business and Succession Planning: Twenty-First Century Transfer Techniques Webinar hosted by Brown & Streza

As part of a monthly webinar series offered through WealthCounsel, this webinar will discuss succession planning, including the primary techniques utilized.

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Business and Succession Planning: Twenty-First Century Transfer Techniques Webinar hosted by Brown & Streza

Time & Location

Sep 29, 2021, 10:00 AM – 12:00 PM

Zoom

About the Event

Hosting WealthCounsel Webinar

Please join us via Zoom for a two-hour webinar designed to help you learn how to effectively plan for your business clients. As part of a monthly webinar series offered through WealthCounsel, this webinar will discuss succession planning, including the primary techniques utilized plus:

  • variables influencing applicable transfer, compression and timing techniques;
  • revocable and irrevocable trusts, including types of irrevocable trusts;
  • control rights of the business, including the buy-sell agreement;
  • and techniques for specific transferees, IDGTs, installment sales, private annuities, strategies for employees, CRATs, CRUTs, CLTs, and combining techniques.

Earn 2 hours of CFP (pending)

Earn 2 hours of CPE or CLE

In order to be awarded the full credit hours, you must be present during the

entire webinar