This course provides guidance on the planning process associated with transferring the assets of a small business. Estate planning allows you to make gifts, ensure business continuity and avoid taxes. Your plan of action will depend upon whether you want to transfer control of your business interest before or after death and whether you are transferring a functional business to a successor or liquidating your interest and giving the proceeds to beneficiaries. The course material is included and will focus on establishing individual, family, business and retirement goals.
Date and Time: Thursday, October 11, 6 - 7:30 p.m.
Location: USI, University Center East, Room 2207
Registration Fee: $19 for an individual or $24 for two registering together and sharing materials.
Course Number: ALP550