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Key Issues and Strategies in Planning for Business Transitions

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Family legacy and estate and tax planning have become a multi-advisor sport rife with potential conflicts and pitfalls.  Our panel of experts will discuss business and personal steps essential to planning for a successful business transition, including:  balancing family legacy with sensitive money discussions, red flags in legacy planning, assembling an advisory team to handle estate, tax and corporate planning, maximizing value and proceeds in the sale of a family business, and process readiness.   Questions from the audience will also be addressed.

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