EST2611. Business Succession Planning

For closely held and family-owned businesses, succession planning is one of the most important—and most commonly deferred—elements of advanced estate planning. A successful transition requires far more than technical tax work. It demands alignment of the owner’s personal goals, business objectives, family dynamics, valuation considerations, and long-term wealth strategy.

In this session will outline a practical framework for advising clients on ownership and leadership transitions. The session emphasizes actionable planning steps that advisors can implement immediately, supported by real examples drawn from client engagements.