David T. Leibell
Senior Wealth Strategist
UBS Monetary Companies, Inc.
Carrie J. Larson
Wealth Strategist, Superior Planning Group
UBS Monetary Companies, Inc.
Brian Schimpf
Wealth Planning Strategist
UBS Monetary Companies, Inc.
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
Amongst enterprise homeowners who plan to exit their companies within the subsequent 5 years, greater than half intend to promote. This webinar will discover what shoppers want to contemplate, together with: the timing of the sale; household dynamics; the make-up of the staff aiding within the sale; tips on how to consider potential consumers tax planning; and present strategies.
This occasion is open to Trusts & Estates subscribers ONLY. To attend, subscribe on the particular price of $99 while you register.
As a Trusts & Estates subscriber, you will have entry to:
Our archive of subscriber-only webinars, in addition to complimentary registration to future webinars
The Tax Yr in Evaluation difficulty, the Charitable Giving difficulty and the Artwork, Public sale & Antiques particular report
...and extra unique estate-planning content material solely out there on-line
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