Preserving the Family Legacy Through Estate Planning

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Speaking Engagement
Italian Community Center; Milwaukee, WI

Jackie Messler will provide a first-hand look at the most effective estate planning techniques used by family business owners to ensure that the legacy of your business lives on as you intend. Guests will be provided with perspective on key estate planning documents for use, critical language for inclusion relative to effectively integrating the business into the estate plan and insights on best practices for buy-sell agreements. This roundtable discussion is a part of of BizTimes Media’s Family & Closely Held Business Summit.


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