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Estate Planning for Business Owners: Common Issues and Best Practices

Speaker: Heather A. Kmetz

Event Name: WealthCounsel NW Forum Meeting
Event Location: McMenamins Old Church & Pub: 30340 SW Boones Ferry Road, Wilsonville, OR

Event Date: 09/27/2019
Event Time: 8:30AM - 3:00PM
This program is designed to provide a comprehensive overview of the intersection of business planning and estate planning.  Business Group Chair, Heather Kmetzwill dive into drafting operating/buy-sell agreements to structure the entity and restrict transfer of interest/shares to be consistent with the client's estate planning goals.

Click here for more information.

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