Breakfast Meeting: Estate Planning for the Business Owner

January 23, 2019 at 8:00am9:00am
One Canterbury Green

201 Broad Street, 7th Floor

Stamford, CT

Wiggin and Dana Partner, Michael Clear, and Susan W. Ylitalo from Day Pitney LLP, will be guest speakers on the topic of Estate Planning for the Business Owner at a "members only" breakfast meeting for the Estate Planning Council of Lower Fairfield County on Wednesday, January 23, 2019.

The presenters will lead a discussion covering both fundamental and advanced estate planning strategies for our business owner clients. They will outline how business owners can use various strategies to facilitate business succession, reduce income, gift, and estate tax liabilities, and address family concerns. The discussion will review some of the more common estate planning strategies, including testamentary tax planning, buy/sell agreements, insurance, use of valuation discounts, IDGTs, GRATs, and CRTs.

To read more and register for this event, please click here.