Basics of Estate and Transition Planning for Business Owners (with Forms) – Pecan/Willow

June 25, 2022 from 9:30 am to 10:30 am

Speaker: Mark Robertson

This program is designed for the general practitioner to advise a business owner on his or her basic estate plan as well as what to do with the business if the business owner dies or the business owner and his or her business partner decide to part ways. Forms will be a part of the program.  

Mark Robertson