Business Advisory Group Hosts “Dealing with Disaster: Emergency Management Planning and Estate Administration for Business Owners” February 22, 2018

January 20, 2018

The Business Advisory Group will host “Dealing with Disaster: Emergency Management Planning and Estate Administration for Business Owners” on Thursday, Feb. 22, 2018 from 8:00-10:00 am at the offices of Hamburg, Rubin, Mullin, Maxwell & Lupin (375 Morris Road, Lansdale, PA). Continental breakfast will be available. To RSVP, please contact Joan Wean at JWean@HRMML.com or by calling 215.661.0400.

What happens when a business owner unexpectedly dies or suddenly becomes incapacitated? What happens if a owner or key person retires, quits or becomes absent without advance notice? An ordinary estate plan only accomplishes so much. Join us for a discussion on Emergency Management Planning, and also learn rules and procedures surrounding Estate Administration when a business is involved.

The seminar will be presented by Andrew Grau and Susan E. Piette.

Questions Every Business Must Ask

Q. Has your business recently reviewed its legal structure to determine whether it is set up in the most advantageous manner for legal and tax purposes, considering recent developments and changes in the law?

Q. Do the owners of your business have a current, updated buy-sell agreement which controls how ownership interests in the business are to be transferred in the event of an owner’s death, disability or termination of employment?

Q. Have the owners of your business developed a succession plan to define how ownership and authority will transition upon the death or retirement of the present owners?

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