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Estate Planning for the Family Business Owner

Thursday, November 9, 2017
12:00 pm
- 1:30 pm

Private Event
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Venue

111 Pearl St NW
111 Pearl St NW
Grand Rapids, MI 49503 United States
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Phone:
6167710575

Join us for a Lunch & Learn 

  • Learn about the difference between an estate plan and a business succession plan and why both are important
  • Hear about strategies to keep ownership of a business within the family
  • Learn about tax planning options closely-held business owners should consider and how tax laws might change under President Trump

Bring your own lunch or pay $20 and have a boxed lunch waiting for you.
Lunch choice: turkey, ham, roast beef, salad (vegetarian) Email your choice to FBA@fbagr.org

Seating is limited and filling up fast!

Speakers

Dan Borst, Warner Norcross & Judd

Daniel Borst designs estate plans for individuals, families and those with family-owned businesses. He enjoys listening to clients, understanding each client’s unique needs and the problem-solving nature of his role. Dan counsels clients through the intricacies of trust and probate laws and works with clients to develop plans to manage and protect wealth, plan for uncertainty and pass assets from one generation to the next while avoiding unnecessary taxes. Dan often “quarterbacks” teams of financial experts to effectively implement estate planning strategies. He also creates business succession plans and prenuptial agreements to make life’s most trying challenges – divorce, death and the division of family assets – not easy, but more predictable and less stressful.

Jennifer Remondino, Warner Norcross & Judd

Jennifer is an estate planning attorney who helps clients with some of life’s most difficult situations – death, disability and transitioning the family business. She specializes in sophisticated tax planning, trust and estate administration, shareholder agreements, cottage planning and estate and gift tax audits. She takes a practical, yet personal, approach to estate planning and enjoys working with clients to structure inheritances that fit each family’s unique circumstances. Jennifer is the chair of the firm’s Trusts and Estates Practice Group, the Executive Partner of the Holland office and has received numerous awards, including the Best Lawyers in America for Trusts and Estates and the Grand Rapids Business Journal’s 40 Under Forty, which recognizes the area’s top business leaders.

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