Speaker Series: Estate Planning for Business Owners

Description

Estate planning is as important as running your business.  Learn the estate planning solutions every business owner should have in place to protect their business, and their family.
 

We will go over the following topics:

• This is what happens to your business if you have no plan in place.
• The most important documents a business owner should have in place.
• Yes, a business owner needs to have life insurance.
• Succession planning for different entities.

Presenter bios:

Jonathan is a graduate of the College of the Holy Cross and Suffolk University Law School. After graduating from law school, Jonathan began his legal career as an Assistant Attorney General for the Commonwealth of Massachusetts. For the next decade, he gained extensive trial experience. In 2009, he started his own firm and shifted his focus from a practice dominated by litigation to strategic planning, negotiations, and agreements. Today, his practice focuses on estate planning, estate administration, and real estate law.
 

In addition to his work at the firm, Jonathan spends a lot of time on the ice—coaching hockey and officiating games throughout Eastern Massachusetts. Jonathan lives in Danvers with his wife, Kerry, and their three boys.