Business Succession Planning

Date: Thursday, December 8, 2022
Time: 7:00am - 9:00am
Location: The Depot Restaurant and via Zoom
Speaker: Kira Mastellar (via Zoom)

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Kira will be speaking about the following:

  • Managing the business and the family participants
  • Plans for the business
  • Present business practices
  • Succession:  Potential and pitfalls
  • Gifting a business
  • Selling a business
  • Passing a business at death 
  • Buy/Sell agreements
  • Exit Strategies

About our Speaker

Kira Mastellar is a Shareholder at Lewitt Hackman Shapiro Marshall & Harlan and has been working in the estate planning, estate and gift tax planning and trust administration areas for more than 30 years.  Many of her estate planning clients are business owners and Business Succession Planning is part of their estate planning which requires special attention and planning.

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