David T. Leibell

Senior Wealth Strategist

UBS Financial Services, Inc.

 

Carrie J. Larson

Wealth Strategist, Advanced Planning Group

UBS Financial Services, Inc.

 

Brian Schimpf

Wealth Planning Strategist

UBS Financial Services, Inc.

 

Susan Lipp – Moderator

Editor in Chief

Trusts & Estates

 

Among business owners who plan to exit their businesses in the next five years, more than half intend to sell. This webinar will explore what clients need to consider, including: the timing of the sale; family dynamics; the make-up of the team assisting in the sale; how to evaluate potential buyers tax planning; and gift techniques.

This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $99 when you register. 

As a Trusts & Estates subscriber, you’ll have access to:

  • Our archive of subscriber-only webinars, as well as complimentary registration to future webinars
  • The Tax Year in Review issue, the Charitable Giving issue and the Art, Auction & Antiques special report
  • …and more exclusive estate-planning content only available online

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