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Vanilla Academy Live 2024: Estate Planning for Business Owners
Speakers
Steve Lockshin
Founder, Vanilla
Patrick Carlson
Product Counsel, Vanilla
Jim Sinai
Chief Marketing Officer, Vanilla
Speakers
Steve Lockshin
Founder, Vanilla
Patrick Carlson
Product Counsel, Vanilla
Jim Sinai
Chief Marketing Officer, Vanilla
Oct 30, 2024
1 hour
Steve Lockshin, co-founder of AdvicePeriod and Vanilla, discuss strategies wealth advisors can use in facilitating estate planning for business owners. This session will cover key business continuity strategies, estate minimization strategies, advanced planning techniques, and more.