IL CPA Society Presentation – Succession Planning
Category: Private Client and Wealth Management
Understand best practices for planning for the transition of a business through sale or transfer to the next generation, including how to most effectively deal with family members in and out of the business. Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning.
Part 4 on January 30, 2019 is presented by Natalie M. Perry “Drafting Estate Planning Documents”. Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries; Discretionary Standards; Trustee Powers; Tax Planning; and Other Drafting Considerations.
Natalie M. Perry has joined the Wheaton, Illinois office of Rathje Woodward LLC, a full-service law firm with offices in Wheaton and Madison, Wisconsin.