Business Owner Series Part 4: Estate Planning for Business Owners


PRESENTERS:

Brian MacMillian
Managing Director M&A, BWFA

Matthew F. Penater, Esq.
Principal
The Penater Law Firm, LLC
 
WHEN
Thursday, December 13, 2018 from 11:45 AM to 1:00 PM EST
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
Greetings!

Baltimore-Washington Financial Advisors and The Penater Law Firm, LLC invite you to this interactive workshop on, “Estate Planning.”
 
Maybe you’re thinking about what it will take to send three kids to college. Or concerned about what will happen to your child with special needs when you’re gone. Or wondering how you can leave a legacy that benefits your family and the charities you care about most. Having a plan in place to create the foundation for the future you’ve always hoped for can seem daunting. 
TOPICS WILL INCLUDE:
  • The Basics- Critical planning with Wills and Trusts
  • Preparing for the care of family members
  • Utilizing Trusts for Adult Children to Protect Assets
  • How to Minimize Estate Tax Exposure
  • Business Succession Planning- How to Plan for Death, Disability, and Retirement
We look forward to seeing you there!
Sincerely,

Robert Carpenter
President and CEO
For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900
 
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