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 and Ann to discuss continuity planning for disability and the role of the professional trustee in better assuring balancing of interests and better business transition.
• List the “Five Ds” in exit planning
• Describe the role of the professional trustee in continuity planning for disability
• Compare the difference in the business effects between owner disability versus owner death
About the Presenter:
Learn from industry expert Sharon A. Buck, Vice-President at Northern Trust Company.Meet the Presenter
This event is free to attend! Thank you to our Sponsors:
This meeting will be held at Maggiano’s South Coast Plaza.
Address: South Coast Plaza, 3333 Bristol Ave, Costa Mesa, CA 92626