Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to plan for death or disability of a business owner and adds a case study to illustrate.
This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on May 17, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.