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