Speaker: Elizabeth Morgan, Elizabeth Morgan & Associates

CEPC’s February breakfast meeting will feature presenter Elizabeth Morgan with Elizabeth Morgan & Associates who will be discussing designing business and estate planning structures for individuals with closely held businesses. Key takeaways include

1. Various business structures available and the costs/benefits of each;
2. Jurisdictional options for trusts and entity structures and the costs/benefits of each;
3. Structural considerations dependent on types of assets owned by the individuals;
4. Structural options to protect the assets from predatory creditors; and
5. The relevant tax consequences of each

This Event is SOLD OUT!