Estate Planning for the Small Business Owner

Date: Wednesday, May 3, 2023
Time: 11:30am - 1:30pm
Location: Traverse City Country Club
Speaker: Beth L. O’Laughlin, Warner Norcross + Judd

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Join us to learn about the primary considerations and challenges to keep in mind as you're considering, or working through, crafting a succession plan for your business.

Topics will include considerations such as timing, cash flow, management, and family dynamics, as well as gift vs. sale vs. combination, estate and gift planning, and income tax planning.  

Event Schedule:

  • 11:30 am - Doors open for networking and lunch
  • Noon - 1pm - Program
  • 1 - 1:30 pm - Additional networking time

Cost:

  • Members - $50
  • Non-Members - $100

About the Speaker

Beth O’Laughlin is an attorney with Warner Norcross + Judd. She provides both adept and highly accessible counsel to individuals, families and businesses throughout Michigan in trust and estate planning and administration, succession planning, tax matters and wealth preservation. She also assists closely held and family businesses in negotiating and executing business transactions, managing ongoing operations, and designing and effectuating succession plans.


 

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