Business Planning Presentation to Happy State Bank

Posted on Nov 07, 2016

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:

  1. How family limited partnerships (FLPs) may be used to create protection for a family owned business and facilitate estate planning objectives.
  2. How probate and non-probate assets relate to business succession planning.
  3. 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.