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DTSTART:20260325T113000Z
DTEND:20260325T134500Z
LOCATION:Wolferts Roost Country Club, 120 Van Rensselaer Blvd, Albany, NY 12204
UID:2888520260325T113000ZPut the Success in Business Succession Planning
DTSTAMP:20260414T113513Z
DESCRIPTION:\nJoin us for this special presentation by [Katie Sheehan, JD](https://www.crestwoodadvisors.com/employee/katherine-sheehan-j-d-aep/) Managing Director & Wealth Strategist at [Crestwood Advisors](https://www.crestwoodadvisors.com/) and who currently serves on the NAEPC Board of Directors\n \nSuccession 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.\n \nIn this session, you will gain:\n  \nA clear framework for approaching business succession planning\n   \nInsightful questions to uncover client goals and hidden risks\n   \nPractical strategies for addressing:\n  \nLeadership and ownership transitions\n   \nMulti-generational planning concerns\n   \nTax and estate implications\n   \nBuy-sell structures and valuation planning\n   \nBuilding and coordinating an effective advisory team\n   \nProper 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:\n Gifts – Outright and In Trust Transfers to SLATs and/or IGTs  Sales to IGTs GRATs \n·       We'll review a helpful Pre/Post Event Checklist, too. Reserve your seat and join us for this valuable presentation.\n
SUMMARY:Put the Success in Business Succession Planning - Estate Planning Council of Eastern New York, Inc. 
PRIORITY:3
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