Most business owners treat their business like one of their children or loved ones. But what if that business owner is the primary care giver, or is the financer of the care for, a family member with special needs? Or what happens if the owner is injured or receives a critical diagnosis that will take them out of the game for an extensive amount of time or longer? How do these sensitive subjects affect the owner’s mindset and planning that needs to take place before the development of a succession or exit plan? It’s safe to say the financial and emotional needs may be a far greater driver than getting the most value out of the business. Join Steve to understand the rules surrounding special needs planning and how adding it to the overall financial and/or exit planning can be a huge relief.
About the Presenter:
Learn from industry expert Stephen Dale, Esq, a long-standing, award winning, member of the Special Needs Alliance.Meet the Presenter
This event is free to attend! Thank you to our Sponsors:
This meeting will be held at Fairmont Grant Del Mar.
Address: 5300 Grand Del Mar Ct, San Diego, CA 92130