A closely-held business’ long-term success requires careful planning and the ability to adjust to both expected and unexpected events. Owners often believe all is in order, only to later find that transition plans failed to thoroughly address owner disability. In today’s reality, disability is three times more likely than death to affect one’s ability to function in business.
Join Sharon to discuss continuity planning for disability and the role of the professional trustee in better assuring balancing of interests and better business transition.
Since we cannot meet face to face, join the EPI Orange County chapter for a virtual chapter meeting. Upon registration, you will receive access to the broadcast link.
- Learn how to help business owners understand and prepare for their potential disability
- Understand the role a professional trustee can play to balance the business’ best interest and sometimes sudden transition
About the Presenter:
Learn from industry expert Sharon A. Buck, Vice President / Senior Fiduciary Advisor Specialist for Wells Fargo.Meet the Presenter
This event is free to attend! Thank you to our Sponsors: