Wed, Sep 29|
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.
Time & Location
Sep 29, 2021, 10:00 AM – 12:00 PM
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