ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

Join us for this special presentation by Katie Sheehan, JD Managing Director & Wealth Strategist at Crestwood Advisors and who currently serves on the NAEPC Board of Directors

Succession planning is necessary in every industry, but it is rarely simple. Clients with closely held or family-owned businesses face complex tax, legal, financial, and interpersonal challenges. As trusted advisors, you play a critical role in guiding these transitions.

In this session, you will gain:

• A clear framework for approaching business succession planning

• Insightful questions to uncover client goals and hidden risks

• Practical strategies for addressing:

  • Leadership and ownership transitions

  • Multi-generational planning concerns

  • Tax and estate implications

  • Buy-sell structures and valuation planning

  • Building and coordinating an effective advisory team

Proper planning starts early—and requires collaboration. This program will equip you with actionable tools to better protect your clients, their businesses, and their legacies. Additional planning strategies reviewed include:

• Gifts – Outright and In Trust
  • Transfers to SLATs and/or IGTs
• Sales to IGTs
• GRATs

·       We'll review a helpful Pre/Post Event Checklist, too. Reserve your seat and join us for this valuable presentation.