Webinar: Estate Planning for Business Owners

Event Details

Tuesday, November 30th, 2021

6:00 - 7:00pm

Register Today!

Don’t leave your life’s work to chance!

How do I protect both my personal and business interests?
What is my succession plan?
How do I effectively create a transition plan for my business and family members?

Join us as we discuss unique issues related to estate planning for business owners and discover how to craft a plan that meets your goals and objectives. During this session you will learn about:

  • Establishing goals and objectives
  • Working with your professionals to put the right documents and plans into action
  • Aligning your financial assets with your legal documents
  • Different types of trust arrangements
  • Deciding upon your agents and fiduciaries

Speakers

Photo of Tara Anne Pleat, Esq.

Tara Anne Pleat, Esq.
Wilcenski & Pleat PLLC

Photo of Ann M. Sharpe

Ann M. Sharpe
BSNB VP, Senior Trust Officer

Photo of Thomas M. McGrath

Thomas M. McGrath
BSNB VP, Trust

About Tara Anne Pleat, ESQ.

Tara co-owns the law firm Wilcenski & Pleat PLLC. She practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law.

No Bank Guarantee

Not FDIC Insured

Not a Deposit

Not Insured By Any Federal Government Agency

May Lose Value including Loss of Principal