Estate and Succession Planning from a Business Perspective

Presenter: Derek Early

Estate and succession planning provide economic benefits for individuals and entities by helping preserve wealth and enhance the chances for future prosperity. Every client and advisor will need to deal with issues of succession planning both personally and professionally. This presentation provides practical guidance and an overview of tax concepts related to estate and succession planning. In this presentation, we will:

• Educate you about business issues related to estate and succession planning
• Help you identify opportunities to add value including tax savings and efficiencies
• Improve the estate and succession planning process by identifying common mistakes to avoid

Earn 1 hour of CLE, CPE, or CFP

In order to be awarded the full CLE, CPE, or CFP, credit hour, you must be present during the entire

educational presentation.