Estate Planning: Preparing for the “Unplanned Exit” Before and After Your Liquidity Event

CONEJO VALLEY CHAPTER EVENT

Estate Planning: Preparing for the "Unplanned Exit" Before and After Your Liquidity Event


A properly structured/coordinated estate plan can provide a successful business transition for an unplanned exit.

This meeting we will dive into a case study to illustrate the potential pitfalls to your business when you fail to create an estate plan and when you create an estate plan that fails to properly address issues specific to your business.  This meeting will also incorporate a high level discussion of estate tax planning strategies that all professionals must consider when advising a business owner regarding exit and succession planning.

*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com.  Please ensure you save this to your calendar to access the meeting.  If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.

 

Learning Objectives:

  • Estate planning fundamentals
  • Importance of a properly coordinated estate plan and advisory team

 

About the Presenter:

Learn from industry expert Esther Hopkins, Hopkins Law Group.

Meet the Presenter

 

Thank You to Our Sponsors:

Esther Hopkins
Heritage
Singer Lewak LACG Morton Capital

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.EPIConejoValley.org.

About the Presenter


Esther Hopkins

Esther Hopkins

Hopkins Law Group

Meet Esther Hopkins.

Esther Hopkins, founder and principal of the Law Offices of Esther Hopkins, P.C., provides personalized legal counsel to individuals and families in the areas of estate planning, business succession planning, probate and trust administration, and special needs planning. She is particularly adept at handling the planning and administration challenges unique to high net worth individuals and families, complex estates and business successions.

Esther spent the first 13 years of her career as a business litigation and transaction attorney. During this time, she saw how lawsuits between family members often tore families apart. She realized that many of these lawsuits could have been prevented with proper planning. As a result, she decided to focus on estate planning and closely related areas. Esther’s experience as a litigator gives her a unique perspective on planning and how to avoid the types of mistakes that can lead to lawsuits and other potential problems.

Esther has a very large and close-knit family. Her father was one of twelve children, while her mother had eight siblings. Esther has approximately 50 first cousins. Family has always been the most important part of Esther’s life, and this is another reason why she has chosen to focus on planning rather than litigation. She takes a great deal of personal and professional satisfaction from helping families protect the people they love, the assets they have worked so hard to achieve, and working to prevent the types of infighting over “who gets what” that can destroy family relationships for a lifetime.

Esther received her B.A. in Political Science from the University of California at Los Angeles in 1990. She earned her Juris Doctor from Loyola Law School, Los Angeles, in 1993. She became a member of the State Bar of California in 1993. In addition, Esther is fluent in Spanish.

Esther’s community participation has included volunteer work for the Advocates for Children’s Rights and Bet Tzedek Legal Services. Esther was also active on the Board of Directors for the Southeast Ventura County YMCA. She is an active member of WealthCounsel and Provisors. In her free time, Esther enjoys hiking, biking, running, and most of all, spending as much time as possible with her family.