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

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