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Nobody wants to make a mistake creating and executing their Estate Plan, but estate plans for business owners can be really complicated. It can be even more complicated when that owner is preparing for the sale of their business and his/her exit! How can you make sure your client’s estate plan addresses the sale of the business?

• What planning can be done to minimize tax consequences?
• How does the structure of the transaction impact their estate plan?
• How do the family dynamics inform their decisions?

and more…

Join us for a panel discussion on the key factors and important considerations in estate planning when exiting a business.

Chris Genheimer is an associate with Carruthers & Roth, P.A. where he focuses his law practice in the areas of business, tax and estate planning.  Chris works with individuals, families, businesses and entrepreneurs with all aspects of forming, operating and transitioning family owned and closely held businesses.  Chris is an active member of the Society for Financial Service Professionals, Greensboro Estate Planning Council and Board Member of Crescent Rotary Club.

Aaron Bennett is an attorney and Director with Carruthers & Roth, P.A., where his practice emphasizes trust and estate planning and closely-held business law.  Aaron counsels a wide variety of clients on issues ranging from wills and revocable trusts to sophisticated estate and business planning techniques, including irrevocable trusts, trust modifications, qualified retirement benefit trusts, limited liability companies, and business transition and exit strategies.  Aaron is a past president of the Greensboro Chapter of the Society of Financial Service Professionals, Treasurer of the Greensboro Estate Planning Council, and has been recognized among the “Best Lawyers in America.”