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About This Webinar
This webinar will cover a variety of estate and succession planning topics relevant for business owners, including the mechanics of wealth transfer taxes and how trusts can minimize estate and generation skipping transfer taxes. The webinar will also address various estate planning techniques to achieve common client goals, typical transition concerns for business owners and identify key considerations for business owners as they contemplate a transition. This webinar is geared towards tax associates at all levels of experience.
Agenda
  • Introduction
  • Presentation
  • Q&A
Presenters
W
Wipfli Training
A
Arti Batra
H
Hunter Weckerly
B
Bradley Bourne
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Job Title
Organization
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