Estate Planning for Small Business Owners
Keir Johnson, JD, Orman, Nord and Hurd
Estate Planning: review the basics
What does a Will do?
What does a Trust do?
Planning for incapacity and avoiding probate
Special Issues for Small business owners
Introduction to Buy/Sell agreements and Succession Planning
Greg Toscano, LUTCF Johnson Insurance Consultants
Funding mechanisms for Buy/Sell agreements and other insurance issues for small business owners
Craig Chilcote, CPA Eikell and Schilling
Planning for uncertainty: Update on Gift and Estate Tax legislation