Estate Planning for the Non-Specialist was hosted by Minnesota CLE on July 22. This seminar provided an overview of estate planning issues likely to be encountered in non-estate planning practices.
In his session “Estate Planning Strategies for Business Owners,” Josh Hillger discusses different considerations for succession planning goals and how they intersect with estate planning objectives. One of the significant challenges for business owners is ensuring their businesses are efficiently managed and transferred according to their wishes, both during their lifetime and after. Josh explores essential strategies for meeting business succession goals, whether through family transfer, sale to key employees, or third-party transactions.
This session is particularly relevant for advisors working with closely-held businesses, offering insights into aligning business succession objectives with practical, achievable outcomes. In his practice, Josh works closely with his clients as a trusted advisor to accomplish their estate planning goals and objectives, as well as to administer estates and trusts efficiently and effectively.
While the in-person seminar has concluded, an online replay will be available on August 5 and August 21. For more information, please visit the Minnesota CLE website.
