XPX Chicago: Succession Planning: The Estate Plan for a Business

Steve Migala and Heather Walser of Lavelle Law will present on the team approach needed to accomplish both the succession planning for companies and the estate plans for their individual owners. Topics to be covered are as follows:

1. Key Estate Plan Documents for Business Owners
2. Considerations When Children are Involved with the Business
3. Shareholder and Operating Agreement Issues and Resolutions
4. Survey of Basic Exit Strategies and Tips for Each

Our Speakers:

Steve Migala
Shareholder
Lavelle Law

Steven Migala is a Shareholder with Lavelle Law, engaging in mergers and acquisitions, banking, corporate, real estate, and estate planning matters. Steve acts as an outside general counsel to numerous entrepreneurs and privately held firms through the course of their formation, operation, and termination, whether by way of acquisition, merger, or dissolution. His estate planning and probate practice includes representing such entrepreneurs in connection with their estate and succession planning needs. In his banking practice, Steve represents banks and other financial institutions in the negotiation and documentation of commercial loans and counsels them in connection with loan workouts and foreclosures.

Heather Walser
Shareholder
Lavelle Law

Attorney Heather Walser is a Lavelle Law Shareholder who focuses her practice in the areas of estate planning, wills and trusts, estate and trust administration, and elder law. Heather works closely with her clients to provide comprehensive solutions for protecting them and implementing their wishes. Heather is committed to understanding all details and aspects of her clients’ issues and providing them with the highest level of service for their legal needs. She is frequently consulted by business law attorneys when complicated issues arise pertaining to planning for business succession – whether within families or intra-business.

AGENDA: 7:30-9AM

Networking 7:30-8AM
Breakfast, Presentation and Q&A from 8-9AM

Due to space capacity, seating is capped at 45 registrations.

REGISTRATION FEES:

XPX Chicago Members: $30
XPX Chicago Members Same Day/Walk-in Fee: $40

Non-Members $55
Non-Members Same Day/Walk-in Fee: $65

Food and beverages included.

Pre-registration online is a must for catering planning.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.