Securing Your Business and Legacy Through Estate Planning

Securing Your Business and Legacy Through Estate Planning

California partner Steffi Hafen leads a discussion on how to secure your business and legacy through estate planning. Topics covered include estate planning, business succession planning, and pre-liquidity planning for optimal tax, business, and family planning efficiencies. Special attention given to the needs of startup and tech businesses, including through discussions of QSBS stacking and packing, GRATs, DGTs, and charitable planning techniques.