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BREAKFAST MEETING Entrepreneurs and Entities: How to Make the Right Selection for the Right Reasons
Thursday, February 16, 2023, 7:45 AM - 9:30 AM EST
Category: Events

Speaker: Elizabeth Morgan, Elizabeth Morgan & Associates

CEPC’s February breakfast meeting will feature presenter Elizabeth Morgan with Elizabeth Morgan & Associates who will be discussing designing business and estate planning structures for individuals with closely held businesses. Key takeaways include

    1. Various business structures available and the costs/benefits of each;
    2. Jurisdictional options for trusts and entity structures and the costs/benefits of each;
    3. Structural considerations dependent on types of assets owned by the individuals;
    4. Structural options to protect the assets from predatory creditors; and
    5. The relevant tax consequences of each

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