Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Thursday, February 02, 2023
  • 12:30 PM - 1:30 PM
  • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)

Registration


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"Succeeding in Succession Planning: Buy-Sell Agreements"

OVERVIEW: 
Properly drafted and funded buy-sell agreements are essential for business continuation, especially in the event of the untimely death of a partner/shareholder. A critical aspect to buy-sell planning is understanding the tax implications of different agreement structures and what funding mechanisms should be considered. This presentation will overview the different types of buy-sell agreements and how the use of life insurance as the funding source can benefit the shareholders and their heirs.

SPEAKER:  Michael C. DeFillipo, CLU, ChFC is a Partner with the 1847 Private Client Group in Conshohocken, PA. Michael’s practice focuses on the design, implementation and management of sophisticated life insurance strategies for high net worth clients and closely held business owners. 1847PCG is an owner firm of Lion Street – an exclusive national network of fiercely independent elite financial firms.

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.


Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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