Instructor: Molly Donovan

Sponsor: Federated Insurance

Course Title: Business Succession Planning & A Lasting Legacy

Course Description: 

This 2-hour course will start the discussion on the next steps.

Planning for a time when you’re no longer running your business can be overwhelming. Let Federated Insurance help you get started and discuss the importance of business planning. The presentation will cover the upcoming estate changes and top legal issues faced by both individuals and business owners. Specifically, the presentation will cover how to properly draft business succession plans, buy/sell agreements, and personal estate plans that can help mitigate and prevent those issues. Additional items to be discussed include the upkeep of corporate documents, liability and asset protection planning, business entity structure, and employee retention. Lastly, the presentation will cover how a company’s estate plan can have a meaningful impact for generations to come.

Additional items to be discussed include:

➤ Upkeep of corporate documents

➤ Liability and asset protection planning

➤ Business entity structure

➤ Employee retention strategies

➤ The value of your personal estate and its impact on future generations

What you will learn:

➤ Why business succession planning is essential for your family and business

➤ Strategies for your family and business now and for the future

➤Why your personal estate planning is critical