Succession Planning – What Estate Planning Lawyers Need to Know about LLCs and Closely Held Businesses

Brevard Paralegal Association, Inc.

This is a membership meeting for the Brevard Paralegal Association with dinner starting at 6pm followed by our speaker/CLE presentation. TheSpeaker’s program is designed to assist estate planning paralegals in knowing about succession planning for business owners of LLCs and closely held businesses so that they can help their attorneys better advise their clients.

Three Learning Objectives:

1. How LLC and business documents drive succession outcomes

2. Designing ownership and management succession that actually works

3. Avoiding Florida specific pitfalls and knowing when to involve business counsel

CLE Hours = 1 Substantive