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NAEPC Webinar: Business Succession Planning

  • Berkshire Bank 99 North Street Pittsfield, MA, 01201 United States (map)

Speaker: Louis A. Mezzullo, JD, AEP® (Distinguished)

This intermediate program will describe the characteristics of a family business, the goals of the founding family member, and the various strategies for passing the business down to the next generation or disposing of it outside the family, in some cases with examples.  It will also discuss the business succession planning process and highlight difficult issues that can arise and ways to avoid or minimize problems.  This webinar is a replay not live.

Lou Mezzullo is a consulting partner with Withers Bergman LLP, practicing principally out of its Rancho Santa Fe, CA office.  He is a former President of the American College of Trust and Estate Counsel, former chair of the American Bar Association Section of Real Property, Trust and Estate Law, and former chair of the American College of Tax Counsel.  He has been listed in Best Lawyers for Trusts and Estates, Tax, and Employer Benefits for over 25 years, and is listed in Band One in wealth management for the Western Region by Chambers, USA.  He has authored or co-authored 14 books on Estate Planning related topics.

Free for Members; Non-members: Please pay $15 in advance via PayPal (click here)