Introduction to Estate Planning for Family Businesses

If you are involved in a family business, you likely understand there are challenges and opportunities that come along with it. In our joint seminar series with Blueroots Inc, we'll equip you with the necessary knowledge and tools to navigate the unique set of problems that having a family business can present. We'll dive into topics such as estate planning, family law, and family communication, all of which can help you strengthen the foundation of your family, and your family business, for generations to come.

In our first session, Lerners Lawyer Hilary Leitch and Family Business Advisor Tammy Buss will explore the world of estate planning for family businesses, touching on the following topics:

· Succession Planning vs Estate Planning

· The estate planning process and how to begin

· The three-circle model: How family, business, and ownership intersect

They will also be joined by Lerners family lawyer, Sahar El-Kotob, to speak on the importance of protecting your family assets and how to introduce these conversations to your family. You'll also learn the purpose of having a marriage contract, and how those can intersect with Wills and shareholder agreements.

Join us to discuss family business, and why estate planning is especially important when setting you and your family up for success.

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