Thought Leader Series: Navigating the Business Entity Highway: The Intersection of Asset Protection and Business Planning

Resource Center

There are three separate planning disciplines:

  1. Asset protection planning
  2. Estate planning
  3. Business planning.

However, all of them must be built to work together. During this one-hour webcast, you will learn:

  • The difference between planning for closely held businesses and publicly traded companies
  • The difference between protecting your assets and your children’s assets
  • How owners transfer ownership, but for the most part retain practical control
  • How minority discounts and estate planning are combined with the process.