BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20261208T170000Z
LOCATION:
UID:2931620261208T170000ZSAVE THE DATE! Featured speaker: Katie Sheehan
DTSTAMP:20260625T065657Z
DESCRIPTION:\nSuccession planning is necessary no matter the industry the business owner finds themselves in and often is more challenging than it should be. Clients with significant business assets present unique and complex planning challenges and we have all heard the statistics about businesses not succeeding past the first generation.  Proper planning and education, early and often, and developing the right team of advisors for your clients is crucial for putting the success in succession planning.\n\nIn this presentation we will cover the following:\nIntroduction to succession planningQuestions to Ask your ClientsPlanning ConsiderationsImpact on Family HarmonyKnowing there is more than one right answerDo Your Due Diligence (Advisor Due Diligence Just as Important at the Client Don’t Their Due Diligence)Know the Difference Between Control and Ownership and Why it is ImportantOpportunities When Planning with Newly Created EntitiesPlanning StrategiesGifts – Outright and In TrustTransfers to SLATs and/or IGTsSales to IGTsGRATsCase StudiesPre/Post Event Checklist\nAbout the presenter:\n\n\nKatherine M. Sheehan, J.D., AEP\n\nKatie is a Managing Director and Wealth Strategist with Crestwood Advisors, LLC Boston. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private), as well as a Partner at DesRosiers, Tierney & Sheehan, LLC, and also practiced at Cody & Cody, LLC and Ruberto, Israel & Weiner. Her private practice career concentrated in the areas of estate planning, estate and trust administration, charitable planning, long term care planning and elder law. Katie received her undergraduate degree from Boston College (B.A., magna cum laude, 1998), and her law degree from Suffolk University Law School (J.D., magna cum laude, 2003).\n
SUMMARY:SAVE THE DATE! Featured speaker: Katie Sheehan - Western Michigan Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR