Estate Planning & Trust Council of Long Beach Meeting

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Join us on March 7, 2019 for Kim Onisko’s presentation on “Family Owned Business: How to Avoid Common Traps.”

Family owned businesses administered by fiduciaries are often the subject of litigation by beneficiaries that believe they are not receiving their fair share of the profit or value of the business. A Fiduciary must maximize income for income beneficiaries and be cognizant of retaining value for residual beneficiaries. This presentation reviews distinct steps that a fiduciary can take to protect themselves from the claim of improper management.

The Grand Event Center

12noon Lunch

12:30 PM Program