When: Thursday, October 24, 2024
Where: The Hub CoWorks
What:
Estate Planning For Business Owners: Foundational Estate Planning & Buy-Sell Agreements –
Having a plan in place for your estate can be as important as the plan you have in place for running your business. We will discuss key components to implement as part of a foundational estate plan, potential estate tax implications from the sunset of the Tax Cuts and Jobs Act in 2026, and key developments to be aware of regarding buy-sell agreements following the US Supreme Court Case of Estate of Connelly v. United States.
Who:
This seminar will be presented by Dolly Donnelly, JD is the Director of Wealth Strategies for the Wilmington Trust Emerald Family Office and Advisory Team. She is responsible for providing strategic and holistic wealth planning advice to high net-worth individuals, successful entrepreneurs, executives, and their families which includes modeling effective tax and estate planning strategies.
How much: FREE!
Register: The event is free, but seating is limited, so please save your spot here. Breakfast will be provided for those attending in-person.
We look forward to seeing you at The Hub for this amazing event in collaboration with M&T Bank and Wilmington Trust!