Estate Planning Strategies to Consider Ahead of a Liquidity Event and Potential Changes in Legislation

This event was specifically tailored to for-profit boards of directors and executives. As stewards of their organizations, directors play a critical role in understanding effective estate and charitable planning strategies for their key employees and themselves, especially during times of transition and potential regulatory shifts. Board members who are prepared and open to discussing single-stock planning have a leg up in compensation discussions and are better equipped to attract and retain top talent.