Business Succession Planning
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.
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.
REGISTER HERE for the individual program. To register for the 2016 series, please click HERE.
Registration Fees
· $40 / Accredited Estate Planner® designee
· $60 / member of EIEPC
· $100 / non-member
· $250 / council meeting or group gathering
Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
