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An Advisor’s Guide to Planning for Start Up Founders

Live Date: April 19, 2018 | 2:00pm ET / 11:00am PT

David T. Leibell
Senior Wealth Strategist
UBS Private Wealth

Erin Wilms
Managing Director
Head of Advanced
UBS Financial Services
Susan Lipp
Editor in Chief
Trusts & Estates

Startups are transforming virtually every sector of the economy. Founders spend so much time and effort growing the business and preparing for a liquidity event at the business level that their personal planning often takes a back seat.

But by planning for the personal side of the liquidity event, both before and after the transaction, a startup found can help mitigate risks associated with founder’s equity (particularly income tax, estate and gift tax and concentrated equity risk) and set the stage for personal financial success.

This webinar will review planning strategies for both before and after the liquidity event, as well as startup equity compensation and gifts to charity and family.

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.

Not able to attend? Register anyway! Archived versionsof Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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