Cannon Estate Planning Teleconference: Non-Tax Aspects of Business Succession Planning
April 26, 2022 at 1:00 pm - 2:30 pm EDT
Closely held business equity presents unique challenges for an estate planner. In the vast majority of cases in which a family business is involved, it is by far the predominant asset. Its continued viability is critical to the family’s financial future, and whether the business prospers long-term will depend substantially on how it is to be owned and managed if the founder becomes incapacitated and at his or her death. We will examine the following issues in this teleconference:
- Determining Whether Succession Within the Family is Even Appropriate
- Considerations Involving Children Who Are Active in the Business and Those Who Aren’t
- Effective Design and Use of Trusts
- Anticipating and Addressing Family Members’ Marriages and Divorces
Hosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number.
If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates at email@example.com.
About Cannon Estate Planning Teleconferences
The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.
Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.