How to Avoid the Murder of your Business

LONG ISLAND CHAPTER EVENT

How to Avoid the Murder of
Your Business


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.

 

Learning Objectives:

  • 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:

BNY mellon wealth management plus Business owner advisory council logo

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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILongIsland.com.

About the Presenters


Patricia Galteri

Patricia Galteri

Managing Attorney

VIEW BIO

James D. Garbus

James D. Garbus

Member of the Firm

VIEW BIO

Paul F. Millus

Paul F. Millus

Member of the Firm

VIEW BIO


Continuing Education


One (1) CPE hour

One (1) CFP credit (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.