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Why You Need to Be at the Section CLE on April 21 - Estate Planning and Administration News

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Estate Planning and Administration News


Posted on: Apr 9, 2015

By Julia S. Weaver, Regions Private Wealth Management

We’ve all heard the projections – in the next five years, five million baby boomer business owners will be selling their closely held businesses, and they’ll be turning to multiple sources for guidance on how to do so.

Many times, estate planners are the last advisors to be brought to the table, but the value we add to the transaction is tremendous.

The estate planner’s role in these transactions will be spotlighted on Tuesday, April 21. The Estate Planning & Administration Section join with the Business Law Section to co-host “Exit Planning: A Collaborative Approach CLE & Networking Reception” from 4 to 7 p.m. at the Market Table at The Alexander Hotel.

This program will provide a sharing of best practices from the deal attorney, the investment banker and the estate planner. As we know, pre-transfer planning can save the clients millions in future transfer taxes and can provide the client with needed confidence to close the deal. The program will also address the critical issues of deal structure and some common financing obstacles and the options available to the client.

Following the panel presentation, please join us for two hours of networking and collaboration with fellow estate planning attorneys and business law attorneys.

Exit planning is a team sport and the client wins when all advisors are working in collaboration. Come to this CLE to make sure you can play your part on a winning team! Hope to see you there.

Register here today.

This post was written by Julia S. Weaver of Regions Private Wealth Management. If you would like to submit content or write an article for the Estate Planning & Administration Section page, please email Rachel Beachy at rbeachy@indybar.org.

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