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Lunch & Learn: Overview of Estate Planning and Succession Planning for Small Business Owners

July 11, 2023 @ 12:30 pm - 1:30 pm

Lunch & Learn: Estate Planning & Succession Planning for Small Business Owners
Tuesday, July 11 | 12:30-1:30 pm | 85 Exchange St., Suite 302, Lynn

Presenters will be:

Brendan Ward, Managing Partner at Cherry Tree Legal, PLLC

Jacob Simon, Estate Planning Attorney at Cherry Tree Legal, PLLC

Jenny Pistrang, Attorney at Cherry Tree Legal, PLLC

 

Overview of Estate Planning and Succession Planning for small business owners.

  • Learn how estate planning & business succession planning can protect the future of your family and your business.
  • Different types of estate plans and estate planning documents reviewed and demystified.
  • Overview of various corporate structures and how they relate to a properly funded estate plan.

Attorney Ward and Attorney Simon specialize in Trusts and Estates. Attorney Pistrang practices corporate law and fiduciary litigation.

Lunch will be provided | Advanced registration required

Details

Date:
July 11, 2023
Time:
12:30 pm - 1:30 pm
Event Categories:
,

Organizer

GLCC
Phone
781-592-2900
View Organizer Website

Location

Cherry Tree Legal
85 Exchange St., Suite 302
Lynn,
+ Google Map

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Details

Date:
July 11, 2023
Time:
12:30 pm - 1:30 pm
Event Categories:
,

Organizer

GLCC
Phone
781-592-2900
View Organizer Website

Location

Cherry Tree Legal
85 Exchange St., Suite 302
Lynn,
+ Google Map