On October 19, 2016, Lori Ashmore Peters and Morgan Richards presented "The Pitfalls of Business Succession Planning" to Happy State Bank.
They discussed the following topics:
- How family limited partnerships (FLPs) may be used to create protection for a family owned business and facilitate estate planning objectives.
- How probate and non-probate assets relate to business succession planning.
- What to do when your will and succession plan conflict.
For more information on ways to protect your business, contact our office for a free consultation.