Lawyers Richard Crow And Matt Thompson Will share their ideas in a future continuing legal training program (CLE) organized by the North Carolina Bar Association.
Their session, entitled “Planning the succession of companies and pre-sales inheritance planning for owners of closely organized companies”. is one of the NCBAs Advanced planning of succession and trust: Tax and business planning strategies Lessons on May 8 at the NC Bar Center in Cary.
Their session is a timely presentation on the critical stages that business owners must take to ensure a smooth transition of property and leadership. Their presentation will cover:
- Develop a thought out output strategy
- Prepare sales of potential business
- Transfer of ownership to heirs or third parties
- Inheritance planning strategies to minimize taxes and preserve wealth
Participants will leave with practical advice on navigation on legal, financial and interpersonal complexities which often support the planning of succession for closely kept businesses.
For more information on the event, including subjects and registration, visit the Cle NCBA event page.
Details at a glance
- Date: May 8, 2025
- Time: 8:55 am – 4:30 pm
- Location: NC Bar Center | Cary, nc; Live wébroche