This topic is based upon facts gathered from cases we handled involving members of family businesses. We supply a family tree of the players involved in the business and a fact pattern involving Grandpa starting a manufacturing business 75 years ago, bringing his two sons into the business to the time when one of his two sons dies survived by a spouse, children and his unmarried brother. As you can imagine, an array of problems arise, especially when the deceased brother’s family wants to take the business in the opposite direction of the surviving brother.
- Have your business documents in good working order
- Assure maximum use of your lifetime exemptions
- Gifting your business interests most efficiently
- Selecting the right structure for disposing your assets at death
- A good use of life insurance
About the Presenters:
Hear from industry experts Patricia Galteri, Paul Millus, and James D. Garbus on involving members of family businesses.Meet the Presenters
Registration is free. Thank you to our sponsors:
About our Sponsors
The EPI Long Island Chapter is sponsored by Vishnick McGovern Milizio LLP and the Business Owners Advisory Council of Long Island.
This meeting will be held at Meyer Suozzi.
Address: 990 Stewart Avenue, Suite 300, Garden City, NY 11530