"Members Only" Breakfast Meeting: Estate Planning for the Business Owner

Date: Wednesday, January 23, 2019
Time: 8:00am - 9:00am
Location: Day Pitney Offices (Stamford)
Speaker: Susan W. Ylitalo, JD, Day Pitney LLP, & Michael T. Clear, JD, Wiggin & Dana

We are pleased to announce that Susan W. Ylitalo, J.D., Day Pitney LLP, and Michael T. Clear, JD, Wiggin & Dana, will be our guest speakers on the topic of  “Estate Planning for the Business Owner” at our “members only” breakfast meeting on Wednesday, January 23, 8:00 a.m. to 9:00 a.m., at the Day Pitney offices located at One Canterbury Green, 201 Broad Street, 7th Floor, in Stamford.

Our 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.

For speaker bios and registration details, click on the document link below.

Related Document(s):

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