Planning for the Future: Succession and Estate Planning for Small Businesses
Date and time
-
Location
Online
Organizer
Kaitlin Muldoon
kmuldoon@salemstate.edu
978-542-7369
Host organization
Massachusetts Small Business Development Center
Type of event
Resource Partner event
Event description
This course provides a brief introduction to the legal principles, strategies, and challenges involved in business succession planning for family-owned businesses. Key topics include estate planning for business owners, drafting succession agreements (such as buy-sell agreements), and some of the tax implications related to succession. The course covers the role of trusts, wills, and other legal instruments in transferring ownership of companies with an eye toward minimizing disputes. Special attention shall be given to legal considerations for small businesses and closely held entities.
The Speaker will be Attorney Matthew D. DesMeules of DesMeules Law Group, P.C.
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