Connecting the Business Owner’s Personal Estate Plan to the Business Train


Connecting the Business Owner’s Personal Estate Plan to the Business Train

Most often, the business represents the vast majority of the business owner’s total wealth, and owners spend a disproportionate amount of time developing their business plans and neglect their personal estate planning. However, it is important to integrate both the business and personal planning in order to achieve a truly effective, comprehensive result for the family.


  • Learn the “best practices” language to include in the business owner’s estate planning documents.
  • Discuss options to equalize distributions for the beneficiaries when the business is given to only a few family members.
  • Tax planning tips and tricks for the family succession plan
  • Creating family governance structures to keep peace and resolve family conflicts






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

S. Craig Stone II, JD, CFP®

Meet S. Craig Stone:

Mr. Stone has been practicing since 1993 and represents affluent clients and families, both locally and nationally, in the areas of wealth preservation strategies, estate planning, federal income and estate tax law, business and commercial law, business organizations (including nonprofits), exit / succession planning, and asset protection planning (domestic and international). He is a frequent presenter and lecturer to various organizations, continuing education events, and private client events on these and other current topics. Mr. Stone is the principal of Stone Law Offices, Ltd., a wealth design, and management law firm (

Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: