Small Business Check-Up: Business Succession Planning
ABOUT THIS EVENT
If you are like most business owners, you spend the majority of your time working in your business instead of on your business. That means important planning issues can go unaddressed. This presentation is about creating a plan to provide for the structured, orderly transition of your largest asset – your business.
Creating a well-thought out succession plan for your business is instrumental to its continued existence and growth. If you do not take the time to create this plan with the needs of your family, partners and employees, front and center, a plan will be implemented for you without taking into consideration any of the things or people you value and hold dear. In this instance, failing to plan is truly planning to fail.
During this seminar we'll go over
- Crafting a Succession Plan
- The Buy-Sell Agreement
- Finding a Successor
- & Much More
- Seating is limited & reservations required.
-Tony Watson personally manages clients with over $50 million in real estate holdings and consults with over 30 property flipping companies. He has spoken for over a hundred different trade organizations throughout the state of California. Tony is a federally licensed tax practitioner who can advise, represent, and prepare tax returns for individuals, partnerships, corporations and any other entity with tax-reporting requirements. (roberthalltaxes.com)
- An adjunct professor of Wills and Trusts at Southwestern Law School and recently named a top attorney of 2018 in Pasadena Magazine and a Rising Star by Super Lawyers, Vanessa Terzian began her legal career as a Trust Officer for Wells Fargo, N.A. Her experience at Wells Fargo, working closely with clients, portfolio managers, beneficiaries and other attorneys, shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.
After witnessing firsthand the importance of proper planning, Vanessa has pursued her own practice, helping countless families through her expertise in estate and tax planning, probate and trust administration. What sets Vanessa apart is her understanding of the needs of growing families, her ability to relate to working parents who desire a better life for themselves and their families and her know-how to implement strategic estate planning tools in the most cost efficient and seamless manner. Vanessa also draws on her real estate and business
background in crafting comprehensive plans for her clients.
Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various topics of estate planning, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.
Vanessa is an active member of the La Canada Flintridge community, where she resides with her husband Edward, and two sons Alec and Jack. She is a board director of the La Canada Education Foundation and participates in a number of charitable based organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns which include frequent community-based public speaking events, charitable dinners and personal contributions. She believes that the foundation to a successful family unit is care, love and selflessness and stresses the importance of providing your community with these same tenants that are so essential to your own family’s success.
In May 2018, Vanessa merged her practice with a Pasadena based estate planning firm, Primuth and Driskell, LLP, now known as Primuth, Driskell, and Terzian, LLP.
As a family woman, Vanessa understands the importance of protecting assets, planning for the future and building your own legacy. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive estate plan in place.
-Toni is the founder of The Long Law Group, a boutique law firm specializing in advising small business owners, startups and middle market companies in all areas from corporate transactions to labor and employment issues to civil litigation. The Long Law Group was recently named as one of the Best Law Firms for 2018 by U.S. News – Best Lawyers in America.
Toni heads the Business & Corporate and Entertainment & Sports practice areas. Her Business practice focuses on serving as business legal counsel to clients, advising them in all aspects of strategic business transactions including corporate formation and governance, mergers, joint ventures, financings, asset and stock purchases, and other business contracts. Her Entertainment practice focuses on film and series production, talent representation, distribution, licensing, and private equity investment.
Toni received her BA from Stanford University and her JD from UCLA School of Law. She has been recognized as a “Top Attorney” in Corporate Law by Pasadena Magazine every year since 2012, and as a “Rising Star” in 2007 by Los Angeles Magazine.