Out with the old, in with the new: Do your estate and business plans need an update? Image

Out with the old, in with the new: Do your estate and business plans need an update?

Thursday, January 17, 2019 | 12:00 PM – 1:00 PM ET

EVENT OVERVIEW

Out with the old, in with the new: Do your estate and business plans need an update?

It’s a new year, and a new beginning; the perfect time to review your estate and business plans. Please join us January 17 for McDonald Hopkins’ first Business Hour of the new year. Topics we will cover include estate planning, exit strategy planning, real life and death examples, and more.

TOPICS

  • Estate tax v. basis step up, how to build in flexibility, even in the irrevocable trust
  • Exit strategies, transitioning to the next generation or sale
  • Should I stay or should I go? Management Succession
 

LOCATION

McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114

Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.

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