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Business Succession Planning  It’s the Last Thing on Your Mind…and Why it Should Be the First Jeffrey O’Brien Attorney at Law Mansfield Tanick & Cohen, P.A.
Succession Planning Technique #1:  Leave the Business to a Child/Children ,[object Object]
Estate Planning Generally: Why Do You Need an Estate Plan? ,[object Object],[object Object],[object Object],[object Object]
The Basic Estate Plan ,[object Object],[object Object],[object Object],[object Object]
What About Trusts? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Life Insurance Trusts ,[object Object],[object Object],[object Object]
Special Considerations for Business Owners ,[object Object],[object Object],[object Object]
Reviewing & Updating Your Estate Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]
Succession Planning Technique #2:  Buy-Sell Agreement ,[object Object],[object Object]
Succession Planning Technique #3:  Sale to Third Party ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Succession Planning Technique #4:  Transfer to Employees (ESOP) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions? Thank You! [email_address] http://www.linkedin.com/in/jeffreycobrien http://www.facebook.com/obrienjeffrey http://twitter.com/jeffobrien http://www.mansfieldtanick.com http://blog.jeffreyobrienesq.com 612.341.1263

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Estate And Business Succession Planning

  • 1. Business Succession Planning It’s the Last Thing on Your Mind…and Why it Should Be the First Jeffrey O’Brien Attorney at Law Mansfield Tanick & Cohen, P.A.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Questions? Thank You! [email_address] http://www.linkedin.com/in/jeffreycobrien http://www.facebook.com/obrienjeffrey http://twitter.com/jeffobrien http://www.mansfieldtanick.com http://blog.jeffreyobrienesq.com 612.341.1263