New Business Ventures: Minimizing the Risk

Hosting WealthCounsel Webinar

Please join us via Zoom for a one-hour webinar designed to help you learn how the advisory team can collaboratively and effectively plan for your business clients. As part of a monthly webinar series offered through WealthCounsel, this webinar will explain how to structure business entities that address the risks of doing business without adding additional risk exposure in the process. Launching a new business flows from the recognition of an opportunity in the marketplace. Seizing that opportunity requires decisiveness to capture it ahead of the competition. One of the decisions is whether to organize a new business entity. Some business owners often roll new opportunities into an existing entity. Other owners will form a new entity with every new opportunity. In either case, mistakes are common. 

We will discuss:

• How to segregate risk appropriately in separate entities
• Proper structure and controls that are necessary to protect against a different type of risk – piercing the liability limiting veil

Earn 1 hour of CLE credit (California Board of Legal Specialization - Estate Planning)