In this video, Partner Stephen Stafford covers the important topic of Succession Planning. Watch as Steve explains that whether you are dealing with a Buy-Sell Agreement, a transfer of ownership to family members or to key employees, a sale to a third party, or a transfer to an irrevocable trust in conjunction with sophisticated tax and estate planning, thoughtful Succession Planning will include a multi-step process and will integrate several important concepts.
Click below to learn more about this important topic and to view a sample 10-Step Checklist.
Click below to view other episodes in the series:
Episode 1: https://youtu.be/2I68fXD953g
Episode 2: https://youtu.be/-YsbkeOzKfQ
Episode 3:https://youtu.be/12-tki9P4P0
Episode 4: https://youtu.be/1dW7PrY_V-Y
Episode 5: https://youtu.be/cH7N6Yi4emg
Episode 6: https://youtu.be/n2Y_VjUlDKA
Episode 7: https://youtu.be/oEQCHtL3bnA
Episode 8: https://youtu.be/XpT_wlwSO8A
Episode 9: https://youtu.be/b97whlzdl3g
Episode 10:https://youtu.be/z81dWYndh64
To learn more visit www.brownandstreza.com
As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.
