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Webinar: Succession Planning, Wills and Trusts

July 10, 2019

Thursday, August 15, 2019
2pm – 3pm

The webinar will give viewers the opportunity to learn more about estate plans, tax updates, revocable trusts and succession planning for business owners.  You’ll learn three key takeaways:

  • Why you should have an estate plan 

  • Why and how to transfer assets to a revocable trust 

  • Methods to transition out of a closely held business

Presented by Jennifer Long, an Associate at Bodman PLC. She is a member of the High Net Worth, Tax and Aviation Law and Finance Practice Groups. Ms. Long represents individual clients on estate planning and on gift and income tax matters. She also advises individual clients on corporate and transactional matters in connection with their closely-held businesses. Ms. Long also advises clients on federal tax implications associated with aircraft ownership and use and aircraft acquisitions. She has experience advising business aircraft owners on reorganizing ownership and entity structures to maintain and centralize control and generate tax savings and efficiencies for gift tax planning.

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